NVDA Holds Strong as Reddit Eyes AI IPOs and SK Hynix US Listing

Reddit users speculated that upcoming OpenAI and Anthropic IPOs could drive further demand for
$NVDA GPUs, framing the company as the key "picks and shovels" play in AI infrastructure.
News of SK Hynix's planned Nasdaq listing as early as August dominated r/stocks, highlighting the AI memory supply chain's importance to Nvidia's ecosystem.
Despite a broader market rotation away from mega-cap tech on SpaceX's blockbuster IPO,
$NVDA remained a top-3 ticker by Reddit engagement with a bullish sentiment score of 0.60.

Nvidia Corp

$NVDA remained a dominant force in retail-investor conversation on June 12, ranking third overall on Reddit with 13 posts, 337 comments, and a bullish sentiment score of 0.60. The discussion spanned multiple subreddits, with r/wallstreetbets and r/stocks leading the charge as users debated the implications of AI company IPOs and supply-chain developments.

AI IPO Speculation Drives Bullish Sentiment

A key thread on r/wallstreetbets asked whether upcoming IPOs from OpenAI and Anthropic could "catapult" Nvidia's share price. The post, which garnered 118 upvotes and 97 comments, framed

$NVDA as the essential infrastructure provider—the "shovels and picks" of the AI gold rush. Users speculated that the massive capital raises from these AI companies would inevitably flow into Nvidia's GPUs and data center hardware, echoing a long-running narrative on the platform.

This sentiment was reinforced by same-day news from The Motley Fool, which highlighted Nvidia as a core AI stock to buy and hold for the next decade, citing projected data center capital expenditures of $1 trillion in 2027 growing to $3–4 trillion annually by 2030. The article positioned Nvidia as the primary beneficiary of future GPU replacement cycles.

SK Hynix US Listing Puts Spotlight on AI Memory Supply Chain

On r/stocks, two highly upvoted posts (246 and 228 upvotes) focused on South Korean chipmaker SK Hynix's plans to list on the Nasdaq as early as August. The company, a dominant player in high-bandwidth memory (HBM) chips used in AI servers, counts

$NVDA among its marquee clients. Reddit users noted that SK Hynix's 230% share surge this year and entry into the trillion-dollar valuation club underscored the strength of the AI memory market, which directly supports Nvidia's GPU ecosystem.

The discussion highlighted how the AI boom is creating a virtuous cycle: demand for Nvidia's GPUs drives demand for HBM memory from SK Hynix and Micron, and a US listing for SK Hynix would deepen investor exposure to the AI supply chain.

NVDA

Market Rotation Creates Crosscurrents

While Nvidia's Reddit narrative remained bullish, the broader market presented headwinds. The Nasdaq dropped 0.36% on June 12 as SpaceX's $75 billion IPO surged nearly 20% on its debut, drawing investor attention and capital away from mega-cap tech names. An Investing.com analysis noted that the market was rotating within AI from software to compute infrastructure, with semiconductors and small caps leading while mega-cap tech lagged.

A r/wallstreetbets post reflecting on the previous Friday's sharp sell-off—where

$NVDA dropped 6%—suggested the move was driven by panic rather than fundamentals. The post argued that Nvidia and AMD were worth watching for a recovery, a view that aligned with the day's more measured tone on the platform.

$NVDA

Options Traders Focus on Strike Selection

On r/options, a detailed post used

$NVDA as a case study for improving option strike selection by incorporating volume profile alongside delta. The post, which received 130 upvotes and 55 comments, argued that choosing strikes based solely on delta creates blind spots, and that volume profile helps identify price levels with higher liquidity and lower assignment risk. This practical, educational content reflected the growing sophistication of retail options traders engaging with Nvidia.

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