What Are Your Moves Tomorrow, August 27, 2026

u/verified-trader · Reddit — r/wallstreetbets · August 26, 2026 at 20:00 · ⬆ 65 pts · 💬 2822 comments  | View on Reddit ↗
AI Summary

Summary

  • NVDA is the main event: Q2 revenue $96.2B vs $92.38B est, EPS $2.22 vs $2.10 est, and Q3 guide $108B vs $104.19B est — yet the stock was flat/down after hours, with top comments mocking “triple beat = dump.”
  • The strongest spillover idea is memory: repeated upvoted calls for MU/SNDK to pump, tied to NVDA’s guided gross margin dip to ~74% and higher memory costs; MRVL is mentioned as the next AI catalyst.
  • Consensus: don’t buy calls/puts into NVDA earnings; “calls and puts will be down 50% tomorrow” and thetagang is “crushing it.” Disagreement: some dip buyers expect a green reversal or “cheap calls in the morning.”
AI Summary

Summary

  • NVDA earnings dominated the thread: huge revenue beat, ~70% growth guidance, and bulls declaring "Jensen has hands."
  • Memory names (MU/SNDK) are called the real winners from NVDA's supply commitments; NBIS is also hyped after being name-dropped.
  • Main disagreement: some think NVDA is "priced in" or will fade despite the beat, while the dominant crowd says "buy the fuken dip."
AI Summary

Summary

  • NVDA after-hours earnings blowout dominates the thread: massive beat, HBM pricing strength, and “next year revenue up 70%” chatter.
  • Memory names MU and SNDK are the clear momentum follow-on trade, with calls for +10-17% moves driven by “Koreans waking up” and memory being “sold out.”
  • Sentiment is strongly bullish near-term, but several commenters warn about NVDA’s post-earnings fade risk, IV crush, and the recent 2-day pump / 2-week dump cycle.
AI Summary

Summary

  • NVDA earnings dominated the discussion, with the company reportedly crushing numbers and projecting 70% revenue growth, keeping the AI narrative alive.
  • Broader semiconductor and memory stocks (MU, SNDK, MRVL) are seeing strong sympathy momentum and FOMO from the community.
  • Despite the massive earnings beat, there is disagreement on NVDA's immediate price action, with some noting it is trading flat in after-hours and bears predicting a near-term pullback.
AI Summary

Summary

  • Nvidia (NVDA) earnings dominate the discussion, with the stock up ~4% in after-hours trading, sparking renewed hopes for an AI bull run.
  • Salesforce (CRM) appears to have beaten earnings expectations, crushing bearish put options.
  • Macroeconomic fears loom, specifically regarding "Warsh at Jackson Hole" potentially raising rates and halting the tech/AI rally.
  • There is a sharp divide between bulls celebrating the after-hours tech pump and bears pointing to potential debt issues and impending macroeconomic headwinds.
AI Summary

Summary

  • NVDA dominates the thread following after-hours price action, with most users expecting a massive gap up or continued rally despite some sideways chop.
  • The memory sector (specifically MU) is catching attention due to Nvidia's CEO mentioning memory supply bottlenecks lasting into 2027.
  • There is a notable disagreement regarding the Korean market's (Kospi) sell-off of memory stocks, which WSB views as a foolish "fire sale" to buy into.
AI Summary

Summary

  • The dominant theme of the thread is the reaction to NVDA's earnings, with the community celebrating a post-earnings pump and mocking bears.
  • General market sentiment is leaning bullish, with expectations of a "melt up" and a continuation of the bull market, though some remain skeptical of the initial price action.
  • There is notable disagreement on whether the NVDA options premiums are worth it, with some calling earnings a "cash grab for MMs" due to high implied volatility.
AI Summary

Summary

  • The dominant theme of the thread is the aftermath of NVDA's earnings report, which appears to have heavily favored bulls and crushed put holders.
  • AI and tech momentum remain the primary drivers of market sentiment, with users expressing that betting against these trends is a losing strategy.
  • While the majority are celebrating tech gains, there is minor skepticism regarding whether the move is already "priced in" or if late buyers are purchasing at the top.
AI Summary

Summary

  • NVDA earnings dominated the thread, but the stock “round-tripped” and barely held a weekly gain, creating loud bull/bear disagreement.
  • SPY volume was called the lowest in 23 years; one trader explicitly threw out a “SPY 772C” call while another predicted sideways chop.
  • AI-related skepticism remains high; some traders prefer SMCI over NVDA, while others are just watching the Fed and bond market.
AI Summary

Summary

  • NVDA earnings/beat is the centerpiece: Jensen is praised as the “savior” of the economy, but a top-voted comment jokes about NVDA dumping at open.
  • AI/tech sentiment is still euphoric (“balls deep in tech”, “tired of winning”), yet there is an undercurrent of bubble skepticism comparing AI to NFTs.
  • Macro risk is visible: SPY “killed slowly,” KOSPI fading, an SPX position going wrong way, and calls for oil under $60.
  • Consensus: NVDA is a monster and AI is still the main trade.
  • Disagreement: Whether NVDA opens green or dumps; whether this is profit-taking before the next leg up or the start of a broader fade.
AI Summary

Summary

  • Nvidia is the overwhelming focus: earnings beat, stock flat, and the sub is mocking bears while praising Jensen.
  • Overall risk-on / bullish mood; several users joke that only a +10% day is acceptable, while others debate whether a bubble pop or blow-off top will ever come.
  • Secondary mentions: MSFT lagging the market, a long-term “buy early into broad bubble” NASDAQ thesis, and Fed Chair Warsh speculation.
Score 65
Comments 2,822
▶ Full Post Text
Ideas
r/wallstreetbets community Reddit community discussion
Salesforce (CRM) rallied, destroying bearish put options. A strong earnings reaction that traps bears often leads to continued short-term upward momentum as shorts are forced to cover. Ride the post-earnings momentum upward as bearish bets are unwound. Broader software sector dumps if interest rates are hiked.
CRM MED
r/wallstreetbets community Reddit community discussion
The community is aggressively promoting semiconductor stocks following the NVDA earnings reaction. NVDA's success acts as a rising tide for the broader semiconductor sector, punishing those who remained uninvested. Broad semiconductor exposure is favored to capture the sector-wide AI tailwinds. "Memory bols" getting rug-pulled indicates specific sub-sectors of semis (like memory) remain highly volatile.
SMH MED
r/wallstreetbets community Reddit community discussion
Multiple comments beg Jensen to "mention MRVL" or "name-drop MRVL again," with hopes of a 1T market cap overnight. NVDA's earnings call is a potential catalyst for connected AI semis; MRVL would pump on any explicit mention. Watch MRVL—only go long if Jensen actually mentions it; otherwise the trade is pure hopium. No confirmed mention in the thread; "can he namedrop mrvl again" implies the community is still waiting.
MRVL MED
r/wallstreetbets community Reddit community discussion
Multiple comments target “NBIS 250 tomorrow,” and one says “NBIS” and “neoclouds” were mentioned too many times on earnings calls for it not to pump. NVDA strength lifts the whole AI infrastructure trade; NBIS is a high-beta AI/neocloud proxy that retail is using to express AI upside. Long NBIS as a secondary AI bounce play, but this is less supported than NVDA or memory names. Limited direct NVDA earnings linkage; thread sample is smaller; if the broad AI trade fades, high-beta names like NBIS get hit hardest.
NBIS MED
r/wallstreetbets community Reddit community discussion
One upvoted comment says “MRVL and ARM may start the regard run on this NVDA pump.” Custom silicon and ARM-based AI names often follow NVDA earnings as sector beta; traders may rotate into laggards after NVDA runs. Watch for early confirmation in MRVL/ARM; only enter if the whole AI complex is holding gains. “Regard run” implies high-risk, low-conviction momentum; no fundamental thesis beyond sympathy with NVDA.
ARM MED
r/wallstreetbets community Reddit community discussion
Community declares “Big SNDK is back in town,” and one trader desperately wants “SNDK +17% kinda day.” As a pure-play memory name, SNDK should attract the same HBM/memory bid as MU when Korean retail buyers wake up. Long SNDK as a high-beta memory squeeze play, but treat the +15-17% target as momentum hope rather than a fundamental target. High IV, gap risk, and “KOSPI bros” positioning could reverse violently; the 1600c SNDK call talk shows extreme speculation.
SNDK MED
r/wallstreetbets community Reddit community discussion
An upvoted historical analysis says the NASDAQ took 15 years to recover after the dot-com peak, but buying 10 months or 2 years before the peak broke even much sooner. The community conclusion is that “the only rational move is to buy early into broad bubble behavior” — i.e., enter broad tech before the mania peak, not after. Long QQQ as a proxy for early broad-bubble participation, with a long time horizon. If you buy too close to the top, the dot-com analog shows multi-year drawdowns; one commenter doubts there will be a bubble pop or blow-off top.
QQQ MED
r/wallstreetbets community Reddit community discussion
One top comment said NVDA’s $850 future earnings at 23x falls short of its price, and “I’ll stick with SMCI before NVIDIA.” Some traders see SMCI as the better relative-value AI trade after NVDA’s run-up. Long SMCI as a contrarian AI hardware play, rotating away from NVDA. Only one upvoted comment made this case; there was no detailed SMCI catalyst in the thread.
SMCI MED
r/wallstreetbets community Reddit community discussion
SPY had its lowest August volume in 23 years, and one top comment ended with a direct “SPY 772C” call. Extremely low liquidity can lead to violent moves when volume returns, and the OTM call reflects an upside volatility bet. Long SPY via a 772 call is a short-term squeeze/volume-return play. Another heavily upvoted comment said SPY will likely trade sideways tomorrow; low volume can mean no follow-through.
SPY MED
r/wallstreetbets community Reddit community discussion
“Now do oil under 60$” implies community wants/expects oil to break below $60. Macro weakness plus AI-led capital rotation away from commodities could pressure crude. Short oil via USO or CL on a break under $60. One-off comment without a catalyst; oil can spike on geopolitical headlines.
USO MED
r/wallstreetbets community Reddit community discussion
Top comments expect “SNDK AND MU +15% tmr,” and one notes MU “broke through the downward channel.” NVDA’s HBM commentary confirms memory pricing power is accelerating, making MU a direct leveraged play on the AI memory shortage. Long MU on the memory squeeze; expect high beta continuation if NVDA holds its gains. “Koreans probably going to dump” joke highlights reversal risk; retail options like 1000c are lottery-style bets; memory names can gap and fade.
MU MED
r/wallstreetbets community Reddit community discussion
“KOSPI fading, red by market close probably.” Weak Asian market/tech breadth could spill over into U.S. tech sentiment, especially if NVDA fades. Short KOSPI as a regional risk-off signal alongside SPY weakness. Single intraday observation with no clear catalyst; could recover if AI optimism persists.
EWY MED
r/wallstreetbets community Reddit community discussion
Community sentiment remains highly convicted on Meta's upward trajectory. Unwavering trust in leadership ("In zuck we trust") is driving continued retail accumulation. Long META with a community price target of $700. Broader market tech sell-offs could drag it down.
META MED
r/wallstreetbets community Reddit community discussion
“NVDA beat is such a monster” and Jensen is “literally singlehandedly saved the American economy.” NVDA remains the AI bellwether, and WSB sentiment is overwhelmingly pro-NVDA despite some sell-the-news fear. Go long NVDA on the earnings beat, but expect a volatile open and potential dip-buying opportunity. Top comment explicitly warns NVDA could “dump at open”; some see the drop as profit-taking before the next leg up. AI SEMIS (ex-NVDA) - SHORT | confidence: 0.50 | sentiment: -0.30 Speaker: r/wallstreetbets community Thesis: “NVDA beat is such a monster… it might actually be bearish for others. Nvidia is the largest and it’s increasing its market share.” If NVDA captures more of the AI pie, secondary AI/semis could face relative underperformance. Fade AI/semis outside NVDA, as capital concentrates into the leader. Only one explicit comment; AI bubble skeptics also warn against fighting AI momentum.
NVDA MED
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Daily Discussion Thread for August 26, 2026
Aug 26, 10:00

This Reddit post, published August 26, 2026, features r/wallstreetbets community discussing CRM, SMH, MRVL, NBIS, ARM, SNDK, QQQ, SMCI, SPY, USO, MU, EWY, META, NVDA. 14 trade ideas extracted by AI with direction and confidence scoring.

Speakers: r/wallstreetbets community  · Tickers: CRM, SMH, MRVL, NBIS, ARM, SNDK, QQQ, SMCI, SPY, USO, MU, EWY, META, NVDA