A Wall Street Journal article warning of an AI bubble, citing cross-investment among Nvidia, OpenAI, and CoreWeave, sparked debate on r/stockmarket.
On r/stocks, a post about regretting selling NVDA too early in 2023 resonated deeply, drawing 731 comments and illustrating the long-term narrative around AI chip demand.
The same day, Broadcom confirmed a partnership with OpenAI to build custom AI chips, reinforcing that the AI sector is expanding beyond Nvidia and AMD.
Nvidia 
Bubble fears hit the mainstage
The top post by engagement came from r/stockmarket, sharing a Wall Street Journal article headlined "'Very troubling': AI's self-investment spree sets off bubble alarms on Wall Street." The article zeroed in on the increasingly tangled web of investment among AI players, highlighting Nvidia's recently announced plans to invest up to $100 billion in OpenAI and its $6.3 billion deal with data center firm CoreWeave.
Reddit users debated whether these cross-investments signal froth or are simply a sign of a young, capital-intensive industry building its infrastructure. The post drew 72 comments and 522 upvotes, making it the most visible critique of the AI narrative on Reddit that day.
The enduring regret of selling too early
In a separate but telling thread on r/stocks, a user asked "What stock do you regret selling too early?" The top answer was Nvidia. The author recounted buying NVDA around $150 in early 2023, selling after a quick gain, and then watching the stock run as "AI hype kicked in." The post struck a chord: 731 comments and 480 upvotes later, it became a forum for investors to share their own cautionary tales about trimming winners too soon.
The thread underscores the dominant bullish thesis on Nvidia: that long-term holders have been rewarded, and that the fundamental AI demand story remains intact. It also highlights the frustration of missing out on further gains — a sentiment that coexists uneasily with the bubble warnings elsewhere on the platform.
The competitive context: Broadcom and OpenAI's custom chip deal
Adding a third dimension to the day's discussion, a post on r/stocks reported that Broadcom's stock jumped 13% premarket after confirming a partnership with OpenAI to build 10 gigawatts of custom AI chips. The deal, which also involves Nvidia and AMD, signals that OpenAI is diversifying its chip supply chain.
While this news confirms Nvidia's central role in AI infrastructure, it also reminds investors that the sector is becoming more competitive. Reddit commenters interpreted the Broadcom-OpenAI deal as both a validation of AI's long-term buildout and a sign that Nvidia's monopoly on AI accelerators may face challenges.
The bigger picture
Taken together, the Reddit conversation around Nvidia on October 13 shows a stock that is simultaneously the object of extreme conviction and extreme caution. The bubble narrative and the regretful-sale narrative are two sides of the same coin: both assume Nvidia is a bet on AI's long-run importance, but they disagree on whether the current valuation already prices that future in.
Retail investors, as reflected in the data, remain engaged and opinionated — but far from unified. The high comment counts on both the bubble warning and the "sold too early" thread suggest that Nvidia's story is still being written in real time on these forums.
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