r/ASX_Bets

Weekend Thread for General Discussion and Plans for Saturday, May 23, 2026 and Sunday, May 24, 2026

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u/AutoModerator — 12 hours ago

Getting into options

Hello fellow investors.

I am a big fan of the investor warren buffet and I feel i understood the fundamentals of investing to a point i could start trading options for even bigger returns. It looks relatively easy and with the snp500 hitting new highs again I deduce making some call options would be a good way to 10x my portfolio.

Ive been looking into this company called nvidia and they are the most successful company right now.

Nvidia has a p.e ratio of about 40 while other more established companies like tesla are at a p.e of 135.

With nvidia being so Undervalued my question is what type of nvidia call options should I buy and for how much?

Also I am not just doing it to get rich. I intend of donating most of my gains to charities to help people.

"Be fearfull when others are greedy and be greedy when others are fear full" - warren buffet.

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u/Available-Adagio6197 — 10 hours ago

Market Open thread for General Trading and Plans for Friday, May 22, 2026

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u/AutoModerator — 21 hours ago

I may have cracked new capital gains tax

Coin flips.

So I was watching a Pokémon vendor do coin flips, why don’t do it for everything else and call it gambling , instant no tax.

Share sells?
Coin flip w asx at counter
Property?
Coin flip at auction (651k v 650k etc)
Crypto?
Coin flip w usb at police station
Family trust distribution?
Coin flip w lawyers

Thoughts lads?

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u/cheebaihai — 17 hours ago

Next catalyst for nvidia:

In my research I conclude gta6 will be the next catalyst to send nvidia to approximately $2000 per share by 2027.

​Nvidia's consumer segment is about to benefit from the ultimate forced upgrade cycle. The technical fidelity of Grand Theft Auto 6—featuring dense NPC AI, complex physics engines, and advanced ray-tracing—will instantly render the current installed base of mid-range GPUs obsolete. Rockstar Games is effectively executing Nvidia's marketing strategy, converting passive consumers into urgent buyers through sheer hardware demands. Nvidia has successfully normalized premium tier pricing ($1,500+ USD) for its flagship architecture. While macroeconomic headwinds usually limit consumer discretionary spending on luxury hardware, GTA 6 acts as an inelastic demand driver. Consumers will actively deprioritize essential cost-of-living expenses (like rent) to avoid graphical degradation, fundamentally shifting the demand curve for high-margin top-tier hardware.

​Analysts estimate this bottleneck will expand Nvidia's Total Addressable Market (TAM) by $41.4 billion, forcing a projected 67% of legacy desktop users to transition to next-gen Blackwell-architecture GPUs like the RTX 5070 and 5080 to achieve baseline fluid frame rates including playstation and xbox consoles that use nvidia architecture. Furthermore, institutional models suggest that the sudden influx of high-margin hardware sales, combined with premium pricing power amid ongoing GDDR7 memory supply constraints, will expand Nvidia's non-GAAAP gross margins by 240, resulting in a $8.15 beat on consensus EPS estimates by the close of the fiscal year.

Finally if we take the current profit flows and assume a conservative 90% growth rate (10% margin of safety) and do a dtf calculation, we reach a final share price of $2000 by the year 2027.

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u/Available-Adagio6197 — 23 hours ago

Premarket Thread for General Trading and Plans for Friday, May 22, 2026

Your markets are run by bots. Now your daily threads are too.

This thread is for plans and thoughts prior to the market open period.

Maybe use this time to read the wiki .

Posts relating to the "Is r/ASX_bets about finance or effect your mental health?" etc will lead to a ban of the mods chosing. You have been warned.

We have an active official/unofficial discord. It's open to all discussions, stonks related and non-stonks related.

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u/AutoModerator — 1 day ago

Asx adult content stocks?

Are there any asx stocks or etfs that specialise in adult content. I read in warren buffet book that investors should only invest in things they understand within their circle of competency. In the past few years company's like only fans have made alot of money and I figure it would be wise to invest in what you already consume. Plus with the rise of AI i think the adult content sector will be far more profitable than ever hence extreme high shareholder value.

I've done some quick calculations to estimate the opportunity value of adult content. If we take the average person and calculate their monthly payments onto adult content and extrapolate it, we get approximately $100 per month every month constantly. The current population is approximately 9 billion people (half being male) we reach a total available market of about 4.5 billion dollars every month in value.

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u/Available-Adagio6197 — 19 hours ago

Is Inflation very strong in Australia ?

Hi everyone

I was in Australia just before covid crisis, and the life cost was so cheap. I used to pay my chicken katsu for 5 dollars, and 6 dollars with a drink.

And I've just heard the price is at 10 dollars now !!! The inflation is so strong ? oO

Because I've got some friends in Australia. They managed to stay there (yes, I don't have a latina body to find a partnership visa, and strangly, my english was not good enough lol). And they got a very good lifestyle : Flat in cbd of Brisbane, Perth or Adelaide, mercedes/lexus suv, and they did only "normal job" in restaurant, bar ... I expected the price was still low but apprently, not.

So you got a big inflation or it's ok because the average salary follows the trend please ?

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u/SidonyD — 1 day ago

Market Open thread for General Trading and Plans for Thursday, May 21, 2026

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u/AutoModerator — 2 days ago
▲ 109 r/ASX_Bets

Nvidia Announced a Buy Back Bigger than Nearly Every Company on the ASX

Nvidia will buy back $80B in stock ~$111B AUD. All but five companies on the ASX are worth less than that.

Just remember lads, you are trading on an exchange that 1 US company could devour. It’s all meaningless, go for broke

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u/TalknTennisPodcast — 2 days ago

Premarket Thread for General Trading and Plans for Thursday, May 21, 2026

Your markets are run by bots. Now your daily threads are too.

This thread is for plans and thoughts prior to the market open period.

Maybe use this time to read the wiki .

Posts relating to the "Is r/ASX_bets about finance or effect your mental health?" etc will lead to a ban of the mods chosing. You have been warned.

We have an active official/unofficial discord. It's open to all discussions, stonks related and non-stonks related.

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u/AutoModerator — 3 days ago

Market Open thread for General Trading and Plans for Wednesday, May 20, 2026

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u/AutoModerator — 3 days ago

Iran War to end at same time IVZ PPSA is signed

The Iran war is ending, the PPSA is imminent, peace talks are happening, the Zimbabwe government is getting close to signing, peace treaty in "final review", PPSA finalised awaiting execution...

For everyday IVZ punters like me who have been burned by Scott repeatedly, the Iran war offers a nostalgic flashback to the hype and pain of IVZ promises being made then broken then made again then broken again. The word "imminent" is burned into my mind, every time I hear it I twitch like a beaten wife.

I'm not sure how much more I can take, but I'm glad Scott has gotten a new job as trumps strategy advisor. I can imagine him now, sitting beside Trump, whispering in his ear "just say peace is imminent, then do an immediate capital raise at the higher share price" or "say your throwing out the agreement, then tell your mates to buy all the oil shares they can".

Therefore, using my very valid and totally legitimate experience as a IVZ investor, I can say that the peace treaty is imminent.

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u/Bitter_Text_1197 — 2 days ago

This you? Gen Zs who take a lottery ticket approach to investing will pay more tax under CGT changes

In short: The federal government's proposed changes to the capital gains tax would disadvantage high-risk investors.

Slow-growing investments popular with new investors like ETFs might be better off, particularly in years where there is high inflation.

What's next? Experts say some people have used high-risk investing in assets like crypto to get ahead and save for a house deposit.

Younger investors chasing quick "YOLO gains" will pay more tax than their peers who invest in slower, longer-term investments under a proposed tax overhaul the government says will fix a system that has undercompensated the share market for decades.

https://www.abc.net.au/news/2026-05-21/gen-zs-take-a-lottery-ticket-approach-investing-cgt-changes/106698386

https://preview.redd.it/3ydf4thxod2h1.png?width=756&format=png&auto=webp&s=5f83b5b32e01d868b51744e75d3213ac521404ed

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u/myredditaccount-2020 — 2 days ago

Another ASX Drone Play - ASX: KTK

Title says it all really

Just listed on the ASX, I bought some on the dip today. They manufacture the components of drones before it is turned into the finished product. To me it seems pretty simple, drone spending is growing massively https://www.foxnews.com/politics/pentagon-jumps-from-225m-55b-drones-cheap-attacks-overwhelm-us-defenses and these guys, as they say are the "picks and shovels" company. Like how the commodity boom is taking place, these guys could be likened to the mining service companies of the boom.

Has revenues growing at 100%+ YoY, and the board is legit. Chair is currently on ASX:ELS board and another director used to be on Droneshield. Also, the Founder and 2IC own 42% of the company, so they are definitely aligned with shareholders here. The AFR article gives a good summary of it too https://www.afr.com/technology/regal-thorney-back-israeli-drone-supplier-ahead-of-asx-debut-20260510-p5zveg

Would love to know everyones thoughts on it

u/Dazzling-Economist94 — 2 days ago
▲ 7 r/ASX_Bets+2 crossposts

CMC Markets - BSB number different from the one shown online vs recieved from company?

Hi,

I just started investing in ASX through CMC.
Have been recieving tonne of letters from the companies that I bought stock of, however I just noticed that for one of them, the BSB number is different than the one shown on my CMC sub account.

The BSB number on the paper from JIN: 014 936

The BSB number on the CMC website after logging my in account: 016 936

The account number is same on both.

Is this normal? I cant verify from the letters of other companies as I already shredded those letters.

UPDATE: Just called CMC and as per them, they have made this change themselves. Strange that they did not inform prior to this. As of now, both accounts could be used.

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u/Hxn1234 — 2 days ago