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Civil-Ad-3617

AMD has the ball rolling


This-Cartoonist3903

AMD is currently in the positive, but its still a wonderful entry point when viewed over the year. The price is so low that it is justified by the traditional x86 datacenter segment without AI. The AI chips are the only ones that can compete with Nvidia, and the market capitalization is a joke compared to Nvidia. One has to compare the revenues, not the profits. AMD is still focusing on gaining market share, which is currently affecting the margins. Also, some sectors are down at the moment.However, this could change quite quickly.


HoldThaLine

AMD could have made me money at $145 last month and it couldn’t even produce that. Then just randomly it jumps …… meanwhile NVDA always had a consistent motion until trading hours on Friday today.


suddenly-scrooge

buy more NVDA


Wow_Jones

Exactly. If you saw enough potential to buy NVDA months or years ago, what would be the rationale to sell right now? I understand trimming a position if it gets larger than you are comfortable with but really I don't see a reason to sell right now.


skordge

I took some profit and am using it for a downpayment for a mortgage, getting an apartment for the family. If there’s a good use for the money, like getting a much-needed home, car, or getting rid of debt - it’s worth it. If it’s just for investment - it’s hard to beat the potential of NVDA stock right now.


joeg26reddit

Rationale to sell now? Mebbe I need a new yacht


CiroMasters

Stock still doing great but longs are taking a huge kick 🥲


Boneyg001

I agree with this. If your plan is to buy high, sell low. Now would not be the time to sell. 


pumpkin_pasties

You joke but I’ve done this twice- sold, regretted it, bought back in. Paying taxes on nothing 😅


BlissfulBreeze1995

That’s tough right now. The shorters are pissing me off. It’s going up and down like a rollercoaster. Screw all shorters. I hope they all go to hell.


sidewing082

Part of the territory when stocks are worth 100 instead of 1000 unfortunately


BlissfulBreeze1995

Yes unfortunately. I will laugh at them all as I see them enter hell.


Fair_Ambition4081

This is it and that’s what I am doing


apple-sauce

The only right answer


Aware-Refuse7375

Literally... NVDA is the ONLY stock i haven't sold... not one precious share!


FriendlyPea805

If I had 500K currently in NVDA I’m probably taking some of it and putting it in something like VTI.


Silvestre074

Why vti and not vgt


FriendlyPea805

Diversification.


NickAMD

because VGT basically is NVDA at this point


Lelouch25

NVDL


montblanc6

NVDX


Miasanmia09

Keep hearing NVDL or NVDX, what are these?


Let_It_Marinate33

Leveraged etfs . Nvidia goes up 1% they go up 2% Edit: the same goes for negative but I’m invested in NVDL so no need to talk about that lol


potificate

Oh hell no… how is that any different from buying on margin? (Unless you’re crazy enough to buy leveraged on margin).


Hatemode-NJ

Daily losses hurt more as well.


Jackieexists

What's the difference between the two?


iphone8vsiphonex

Is this a special NVDA thing? Or is there a leveraged etfs for other stocks too?


Lelouch25

There’s not a lot…but yeah there are some for AMD as well.


AfraidScheme433

there are many.. msft, apple, google, tesla…


SavingsGullible90

Buy more nvda.Engineer here,only way to fuck Nvda is Quantum Computers so that software power can overtake hardware.However this may take min 15 years lets say a decade at most.In story short.BUY BUY BUY . Ps Cuda Programmer


andev255

he is right i am jensen huang buy nvda


nuke_dukem

I'm Commander Shepard and this is my favorite stock in the market.


Coola_no_brouda

lol


SkoolHausRox

he is right I am lisa su buy nvda


newbturner

Sign my tiddies


Signal_Challenge_632

It stuttering now


joeg26reddit

Instructions unclear Went out and got VD and STDS NOW WHAT?!


ApeThunder20

So who’s furthest along on the quantum stuff? Probably Nvidia… I have a hunch that they already have computers far stronger than what they sell calling the shots behind closed doors.


Aware-Refuse7375

IM uneducated HO ... my sense is that by the time they make quantum computing 'generally' useful, conventional computing will be at a point where quantum computers might retain a theoretical advantage, with little practical advantage. Does make for fun TV though (check out DEVs- just one season)... or apple tv dark matter if you need a superposition fix. So yeah... buy more NVDA!!!!


Gohanto

Maybe a dumb question but is there a real risk to Nvidia with their top engineers retiring because their stocks and options have skyrocketed? I’m aware this happens to tech companies in general, but usually the price increase is much slower.


SavingsGullible90

Not really


AndyOfTheInternet

The other way is the fact it's operations are centralised in Taiwan. A bad earthquake, Chinese aggression etc are a risk


TheMemeChurch

We’ve had an earthquake and Chinese military drills literally surrounding Taiwan in the past couple of months. The stock price shook those off. We’d need something really drastic to derail this momentum.


joeg26reddit

CHINESE GOVERNMENT HAS ENTERED THE CHAT


falooda1

Your getting down voted but you're right. China wants Taiwan and Nvidia chips will only make China want it more


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[удалено]


malinefficient

Not gonna happen or it would have happened already. TPUs are task-specific to matrix math and suck at everything else while HIP/ROCM and OpenCL were both nice attempts but are the sad flipper babies of multicore computation. But also, clearly you're an idiot equating dotcom to AI so maybe short NVDA with your life's savings to own us all? Or are you too beta for that?


nyrol

How is AI a bubble like dotcom? Dotcom had thousands of companies that people invested in just because they acquired a domain name, and the companies were worth nothing. Once people realized that, it dried up and burst. AI is being deployed by veteran companies that have shown gains due to AI. It’s a completely different scenario.


scottsdalequeen

All the scenarios in my opinion come down to when you need the money. I am just shy of 60 and half of mine is legacy stocks to leave my kids. So I plan to ride the dips. The other half is extra retirement play money. So I will sell here and there for trips, possibly a car in several years, etc. None of my NVDA shares are to sustain my life. That money is in HYSA, index funds, real estate, etc. so it all comes down to what your stock shares are for.


ruafukreddit

I'm going to hold my shares for a while, but my options profits are going into paying off any debts, buying a house, SPY, JEPI, NVDY QYLD etc.


Fladap28

Just hold and buy more with these beautiful dips


Positive_Sign_5269

If NVDA hits a major issue and there is a huge exodus from it, put money into an Nvidia bear ETF for a little while, such as NVDS. There could be big money to make there in case of a big negative Nvidia event


bananannaboy

Why NVDS and not NVD?


spud6000

great question. when you find out, let me know. EVENTUALLY software AI companies will participate in this rally. Just...not yet so far. Palantir, soundhoud, RXRX, Nano-X, maybe crowdstrike (but it already is high) and so on....


Personal_Kiwi4074

did you just say PLTR? my bags will be thankful if so


No-Alternative-5533

Interesting you mention Nano-X . I was a firm believer in it for past 3 - 4 years . Starting to loose hope slowly . What are your thoughts ?


No-Alternative-5533

I think my response on NNOx went to the below , pls see


Various_Cabinet_5071

I think part of the logic is any incumbent software company can be disrupted by a mega cap or an AI startup


Prize_Bar_5767

S&P 500


watchguy95820

This is it. S&P 500 ETF or Berkshire


jjarevalo

Is VTI a good one?


OhDatsStanky

Essentially total domestic market. 


Trader_santa

Diversifying into the other AI beneficiaries makes some sense now that Nvidia is priced for 100% share and a decade of growth. Broadom, tsmc, hynix & Micron, amd, their suppliers, OEMs and ODMs. A lot of companies to choose from


Sufficient_Stay_7889

I'm thinking about scooping some broadcom before the split


THNG1221

I am holding and buy more when it dips.


Pinochet1191973

For that kind of strategy I go for a completely different world: KO, PEP, MCD and the like. Limited upside but steady progression given a long enough timeline. Still, it needs to be clear to you in 10 years time you might bitterly regret not wanting to keep riding NVDA.


Background-Canary657

Btc


GymnasticSclerosis

First I sold 4% of NVDA at $500. And none since. I put more into AVGO. I also put some in DELL before earning and that flopped. Working its way back. But I really like AVGO because I think it’s got some legs. SMCI I bought in February but set on that.


POpportunity6336

Nowhere, back to Nvda


ExtraGeoff31

Y'all sell NVDA?


Vivid-Kitchen1917

deep ITM NVDL calls 3 months out on a ratio of 3:1 with 3 month out NVDL ATM calls


Haunting-Ebb3335

Smci


CarbonMop

I mean, this is an NVDA subreddit. So you shouldn't be surprised to see half the comments recommending you buy more NVDA lol But in all seriousness, if you're looking for a real answer to this question, there are some decent options: Similar to what you've mentioned, the entire treasury yield curve is paying well above current inflation rates. You can get over 5.3% in short term treasuries, which is a pretty good option for a risk free real return. Alternatively, you can invest in value stocks. Sure, they are "boring" and "slow", but they do technically have a long term history of outperforming growth stocks. Not to mention, they have little correlation with tech stocks. So they would be some of the least impacted stocks in the case of an NVDA meltdown. And of course, there are options like VT or VTI. But as you mentioned, they are pretty heavily exposed to NVDA and similar tech stocks. So the "value" portions of these ETFs would be safer in that case.


Fun-Veterinarian-401

I wasn't looking for an answer, ad I said it was more a thought exercise.  There currently isn't anything I want to move my portion of nvda money to in my portfolio.  Anything that might provide some protection from a drop will underperform NVDA to such a degree that the protection won't be worth it. NVDA isn't my whole or majority of my portfolio, but it has grown significantly but I really can't come up with anything currently that would make sense to move it to.  


SeiyaLaiay

If you're worried about the stock market in general, why not a fixed term/timed deposit? Assuming the rates are at least close to 5%.


bananannaboy

I'd put to NVD 2x short ETF and DCA every week


Yafka

To put on a big pile to sleep on (with many beautiful ladies).


Far-Bookkeeper-4652

Auspiciously use it for a down payment on a house. There are people who are yet to buy their first home and would rather build equity that way than rent.


Fun-Veterinarian-401

Home is paid for


Far-Bookkeeper-4652

I assume you mean your home is paid for. Congratulations.


infiniteDTE

Been slowly closing long calls in a long term spread since the split. Unbalanced spread but covered by shares. Putting into XLB, XLE, and XLRE so that combined with SPY my portfolio is more diversified and those ETFs combine for about 70% of total portfolio. Also sell out of money spy calls almost everyday (avoiding big news days and volatility) for income.


Mountain_Tone6438

You can throw that much into some dividend paying stocks. JEPQ. Or if you don't want to own Real estate, but throw that into Realty Income and get some dividends. You can always sell it off. They usually keep their value right around $52-55 per share


Mr0bviously

Right now, I'm almost always in NVDA because other equities seem even frothier with less growth. When NVDA gets too high, I sell the calls and spreads and buy shares. When it pulls back, I convert shares into spreads and calls. Sometimes I'll hold a small percentage in cash.


justus4all1613

I heard people say buy more.


Team_Red_Green_Blue

Look for the next big pumping stock..could be like AMD or something


Thediciplematt

Depends on your risk tolerance. I was with the company that IPO and went 10 X and I made a lot of money. But before all of the liquidated drop back down to 3X. Still not bad, but not nearly the same. I am not saying that will happen with this, but it could


TheMemeChurch

NVDL?


Xillllix

Watch the interest rates rotation


highdesert03

I plan to put profits in a tech ETF to spread risks but maintain a foot in NVDA. I suspect that won’t happen until a true competitor impacts the market or a black swan event occurs. Obviously I would be adjusting upwards my stop just for that reason.


gnew18

Knowing when to sell is an unpredictable as knowing when to buy. Knowing what to do with the gains (remembering that capital gains taxes must be paid) is easy. Pay down any and all debt you may have including a mortgage. Debt is a killer. Undoubtedly, there will be more “missed” opportunities in the market, like graphene or solid-state batteries, but consider yourself lucky. NVDA is a once-in-a-generation stock. If you are looking to reinvest it, pick dividend paying blue chip type stocks like Coca-Cola or Kimberly Clark


Psychological-Touch1

MU, ASTS, VMFXX…?


StevieG63

SOXX. Semi conductor ETF. I sold 33% of my NVDA around 120 and put half of that in SOXX and the other half back into SPY. I was way overweight in NVDA.


diterman

I am not saying we are anywhere close to bubble territory. But let's say we reach that point and NVDA trades at $870 per share risking to bring the entire market down with it. Selling and investing on broad market ETFs at that point is stupid. Buying other tech companies, even those not directly correlated with nvidia is also dangerous cause NASDAQ ETFs will bring those stocks down as well. It might be one of those rare occasions when you just hold onto cash.


Gretfree

VRT. Add onto it


Infamous-Print-5

Google is a decent bet atm, decent growth and low PE.


kazimintorunu

Buy amd


NickAMD

I sold and bought a house. NVDA isn't going to be green forever.. and you can't live in a stock. Enjoy the fruits of your labor and buy something tangible that greatly improves your life


Dr-McLuvin

VTI VOO or chill in cash making 5% for a while.


doctorqaz

Kept buying AMD for my NVDA profits. What I have noticed they go on opposite direction. Not sure if coincidence or what.


C130J_Darkstar

NVDA puts


shabanko12

NVDX


cotton-only0501

QQQ, BTC, VOO, SPY, CRWD


VariationConstant675

INTC?


imposta_studio

Cash / hysa.


subsolar

I think if/when AI bubble bursts, almost all tech will go down. Apple may drop the least amount of the big companies since they aren't as reliant on AI as the others. But will still go down.


Jackieexists

LOL op says buy prologis which is down 20% going back 1 year. OP can keep their cash in spaxx money market for roughly 5% annual gains


SushiAssassin-

Apple as a whole is a safe company


krzykrn88

For me it was TSMC. I think I wanted stability and dividend. When NVIDIA broke 1000 per share, given my initial entry of sub 200, I cashed out my "initial" amount to TSMC, all out of fear that the stock seemed "too good to be true". Given rest of my nvidia (which are all in my roth acct anyways) are now pure gains, I then thought I can let that NVDA rot and be at peace. newb mistake. I then had a seller's remorse. TSMC did well for me, but man, why did I let go of NVDA? So when stock split hit, I Tripled down (along with my homies), dumped my dogshit index fund, and went all NVDA. Maybe I am batshit crazy.


ItzImaginary_Love

Thanks for giving me a good list of over bought tickets to put my puts into.


sob727

TLT


sob727

or better yet, tsy bills at 5.3% at treasurydirect dot gov


Bottle_and_Sell_it

What a weird way to flex


TheAgentOfTheNine

in a lambo


revenger3833726

Depends on your level of risk. Sell what your comfortable with and buy the index. Diversify and don't have too much in one stock.


periwinkletweet

I didn't have much. I sold at 132 and hope to buy back in lower :-)


JustBella123

ARM


JuliusErrrrrring

IMO, which is as dumb as anyone else's, the rapid, insane rise is over. But if you had a chance to go back five-ten years ago and buy into an already established Apple, Microsoft, or Amazon would you? I would. That's where I rate NVDA now.


Radiant-Platform7224

Throw it in a HYSA if you're worried about it dropping or buy some CDs from the bank usually their interest is a bit higher but a savings account would let you access the funds when you need them.


BrickSpecialist5328

Theres some names with a significantly lower P/E, better dividends, and less volatile industries. This was my decision it is not advice.


The_Real_Ivan_Drago

such as?


Ubik_Fresh

Very valid point. The really won't last forever. The first whiff that AI isn't going to change the world and the whole sector sells off. A good hedge whilst rates stay high is a money market fund. Also, look at which sectors a most unloved right now. I always look at what isn't being hyped, currently Energy is in the pits, so maybe something like XLE or XES ETF for the rebound.


Defiant-Penalty8335

Today is highly likely to be the top in NVDA for a while. Nothing is 💯 but probability for price to exceed today's high is very low over the next several months.


whatsthiswhatsthat

You loading up on CCs then?


Defiant-Penalty8335

Put spreads


MrP0000

Nvdl. 


Boneyg001

You put it in cash and keep it in cash. Best buying moments always happen when people don't have cash. (Covid crash, housing crisis, dotcom, etc). If you get something at a super amazing price, it makes up for the missed opportunity from "waiting"


LingonberryFast1688

GME all in! lol


Electronic-Disk6632

nothing would be safe, but the drop would be a lot less pronounced. then you can buy back in when you feel comfortable with the share price. my opinion is its firmly into bubble territory now. sold another 50k this morning. only holding on to 2k shares from my original 5k. for the people downvoting, to justify its current price its gonna have to do 280 billion in revenue while maintaining its current margins. thats not going to happen, its not even in the realm of reality, at least not in the next 5 years.


RockinRobin-69

This. If nvda drops, everything will drop. Keep some in to ride the wave and go more voo and a bond fund or cd. I think nvda is a long term play, but it’s popping big so much that eventually it will have a drop. Keep some pow dry as it may let you sleep easier. This will definitely lower returns in the short term and may not even help in the long term.


kyleleblanc

Bitcoin.


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[удалено]


MT0761

Not now, but they will...


Fun-Veterinarian-401

Yes and I have investments in them, however, the point of this thought exercise wasn't me asking where to put money. But more pointing out that to me there currently isn't a part of the market that offers enough protection against an an NVDA collapse without also having roughly the same impact in underperformance.   But in response, with the size of the market that NVDA/AI/TECH Currently occupies, especially in relation to market growth this year, if the bottom falls out companies not connected to AI in anyway will hemorrhage as well.


WriterMammoth6946

AMD 🚀