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What Are Your Moves Tomorrow, May 21, 2026

u/wsbapp · Reddit — r/wallstreetbets · May 20, 2026 at 19:57 · ⬆ 76 pts · 💬 2974 comments  | View on Reddit ↗
AI Summary

Summary

  • Dominant theme: NVDA earnings beat but after-hours flat/down, leading to mixed sentiment between “priced in” bears and “green by open” bulls.
  • Macro concerns: global bond yields hitting multi-decade highs (US, UK, France, Japan) noted as a bearish undercurrent.
  • Notable disagreement: Some users argue NVDA’s strong backlog and CPU sales justify a rally, while others claim the move was already baked in and options players got crushed.
AI Summary

Summary

  • NVDA earnings dominate the thread with a clear beat on revenue ($81.6B vs $78.8B) and EPS ($1.87 vs $1.76), but the community overwhelmingly predicts a post-earnings dump ("beat and dump," "first move is fake," "NVDA only chip stock that dumps on a beat").
  • The infamous $600k 2DTE NVDA call YOLO is referenced repeatedly as "cooked," highlighting extreme option IV crush risk.
  • Mixed sentiment: some expect reversal during the call, others see conventional sell-the-news behavior.
AI Summary

Summary

  • Main themes: NVDA earnings beat with massive buyback/dividend hike but stock flat; community debates whether this signals long-term bullishness or a short-term sell-off. MU emerges as a key beneficiary (memory demand). RKLB dilution sparks sell-off; Reddit server issues draw bearish sentiment on RDDT.
  • Consensus vs. disagreement: Strong agreement that NVDA fundamentals are excellent, but disagreement on near-term price action – some expect a delayed pump, others a dump. MU "beneficiary" is widely echoed; RKLB and RDDT bearish consensus is clear.
AI Summary

Summary

  • Main themes: NVDA earnings beat but stock flat/down after hours; massive loss porn from a $600k 2DTE call bet; community divided but leans bearish on short-term NVDA direction.
  • Key disagreements: Some argue flat after earnings is “insanely bullish” vs. the majority view that NVDA always dumps post-ER and that selling calls or buying puts is the winning play. Also discussion of SpaceX IPO and general market uncertainty.
AI Summary

Summary

  • Main themes: NVDA earnings disappointment/post-earnings uncertainty, market frustration, geopolitical tension (oil, Gaza).
  • Dominant sentiment: Mixed with bearish lean; many call NVDA “cooked” while a few see a bounce.
  • Key earnings discussed: NVDA (disappointing reaction), INTU (cooked).
  • Notable consensus: TSLA under 400 mentioned with conviction; MU bullish call stands alone; INTU clearly broken.
  • Disagreement: NVDA direction is hotly debated – some demand lower, others expect a green recovery.
AI Summary

Summary

  • Dominant theme is extreme bullishness on Micron (MU) and DRAM memory, driven by strong Asian semiconductor moves and a belief in a “moon” rally.
  • Bearish sentiment on SpaceX’s IPO valuation and the broader AI capex circle jerk, with calls for shorting the AI market.
  • NVDA earnings passed with a muted reaction; theta gang wins; some see a potential green bounce but no strong consensus.
AI Summary

Summary

  • Dominant theme: Memory chip rally (MU, Kioxia, SK Hynix, Samsung) fueled by AI demand and NVDA earnings; bears getting squeezed.
  • Key earnings discussed: NVDA (positive but volatile); strong overnight price action in memory stocks.
  • Notable consensus: “Memory pump is back” – community overwhelmingly bullish on semiconductors. Disagreement: NVDA may see wild swings despite earnings beat.
AI Summary

Summary

  • Dominant sentiment is bullish on tech and memory stocks ahead of NVDA earnings and a strong Korean market rally.
  • Key earnings discussed: NVDA (implied) and MU (Micron, expected 10%+ move); SPY predicted to hit new ATH.
  • Consensus favors calls on SPY; some disagreement on whether MU will rally or sell off at the open.
AI Summary

Summary

  • Dominant sentiment is strongly bullish on AI/hardware (NVDA, memory stocks) after earnings, with calls for continued pumping.
  • Key earnings discussed: NVDA (PE now 34, expected rally after sideways move). Also MU and memory sector (Samsung/SK Hynix ATHs).
  • Notable disagreements: One user remains bearish on SPY, but the thread overwhelmingly dismisses bubble fears and expects further upside.
AI Summary

Summary

  • Main themes: Meme-driven calls on COIN, bullish expectations for NVDA and MU, skepticism about market pump and SpaceX valuation.
  • Dominant sentiment: Mixed – bullish on select tech plays but underlying distrust of market direction ("disgusting fake pump", "take profits before weekend").
  • Key earnings discussed: None explicitly; MU mentioned in context of sector move (Samsung/SK Hynix).
AI Summary

Summary

  • Dominant themes: Micron (MU) and NVIDIA (NVDA) are the most frequently discussed tickers with bullish bias; SpaceX IPO info draws bearish sentiment; oil price volatility noted.
  • Consensus leans bullish on MU and NVDA, with multiple upvoted comments expecting upward moves; disagreement exists on market direction (SPY $760 vs. losses) and oil stability.
AI Summary

Summary

  • Dominant themes: geopolitical uncertainty (Iran war deadlines, bombing threats) mixed with earnings chatter on NVDA, MU, and a memory rally in Korea (KOSPI +8.42%).
  • Community sentiment is split: bullish on NVDA and MU (“MU and chill”, “NVDA @ $257”), but bearish on SaaS (“SAAS going to get destroyed”). Many admit confusion over war/tariff status.
  • Notable disagreement: some see quantum stocks as a pick after an “insider trade” whistle, while others dismiss the thread as “retarded” noise.
Score 76
Comments 2,974
▶ Full Post Text
Ideas
r/wallstreetbets community Reddit community discussion
Multiple highly upvoted comments ($MU to $800, “moon mission to $1000”, SK Hynix +9%, Samsung +7%) show near‑unanimous bullish consensus on MU and DRAM. The community sees the “stupid bullish” DRAM setup as a continuation play. Any dip is bought, and overnight/after‑hours moves are expected to hold into the open. Long MU calls or shares on any weakness; the tape is aligned with Asian memory strength and retail conviction. Some users note they bought at the top (Zuko2001 “MU could hit $800 and I’d still be below break‑even”), and the thread includes a dead‑cat‑bounce warning (natalie_merchant_fan). Also, Samsung reached a deal with Strikes, which could pressure margins.
TICKER MED
r/wallstreetbets community Reddit community discussion
Top comment says “Spy just gonna hit ath at open”; call/put ratio favors calls; price target ~730. Broad tech optimism and NVDA earnings uplift the entire market, supporting a continuation of the uptrend. Buy SPY calls (or leveraged ETFs) to profit from a trend-following move to new highs. “Dump is already getting bought up” may mean late entry; post-earnings profit-taking could reverse gains.
SPY MED
r/wallstreetbets community Reddit community discussion
Community consensus shows NVDA beat earnings but price historically dumps. Multiple upvoted comments: "beat and dump -8% tomorrow", "first move is fake", "NVDA only chip stock that dumps on a beat", and "Get ready for NVDA to beat the shit out of earnings and then dump -8% tomorrow". Pattern of NVDA earnings: strong beat, but market already priced in, leading to sell-off as options IV crush and profit-taking. The $600k call YOLO’s imminent loss suggests retail is caught long. Short NVDA or buy puts for short-term decline after earnings release, expecting -3% to -5% move by next open. Counter-arguments: "first move is fake" – the stock could reverse during the earnings call; some comments anticipate a V‑shape recovery. Strong fundamentals could hold price flat.
NVDA MED
r/wallstreetbets community Reddit community discussion
MU overnight at 752, memory sector surging (Kioxia +13%, SK Hynix +12%, Samsung +6%), bears expecting $500 EOW are getting destroyed. Overnight gap-up and sector-wide memory pump indicate strong momentum driven by AI/chip demand. Long MU to ride the DRAM/AI wave. NVDA volatility could spill over; “wild swings tomorrow” warned. EWY (iShares MSCI South Korea ETF) - LONG | confidence: 0.80 | sentiment: +0.7 Speaker: r/wall streetbets community Thesis: Korean memory stocks surged (Samsung +6%, SK Hynix +12%), KOSPI rallied after NVDA earnings; community calls it “easy money.” Korea’s heavy exposure to memory and AI supply chain benefits from ongoing demand and positive earnings read-through. Long EWY to capture Korean market rally. Energy crisis (Hormuz closure) could pressure Asian indexes; geopolitical uncertainty.
MU MED
r/wallstreetbets community Reddit community discussion
A single highly upvoted comment (+6) asks “SAAS is going to get destroyed tomorrow right?” implying a bearish consensus on SaaS stocks. SaaS names are often rate‑sensitive and face compression if the war/tariff uncertainty drives risk‑off rotation; community expects a sector‑wide sell‑off. While only one direct comment, its upvote ratio suggests agreement – a short on a broad SaaS ETF (e.g., SKYY, WCLD) could capture the expected rotation out of high‑valuation software. No counter‑arguments in thread; sentiment may be single‑user noise rather than true consensus.
SAAS MED
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This Reddit post, published May 20, 2026, features r/wallstreetbets community discussing TICKER, SPY, NVDA, MU, SAAS. 5 trade ideas extracted by AI with direction and confidence scoring.

Speakers: r/wallstreetbets community  · Tickers: TICKER, SPY, NVDA, MU, SAAS