Chip-momentum chatter and CoreWeave proximity; no argued thesis
Bull case (3)
- Bloomberg: Nvidia notified customers of AI-related price hikes above 15%, days before earnings. 2026-08-22 · Q3.5 · 1637 pts →
- Nvidia lines up $500B in financing; Huang calls his chips an investable asset. 2026-08-10 · Q3.5 · 2628 pts →
- Burry has shorted NVDA since November and is down 30%: when does prophet status expire? 2026-07-27 · Q3.5 · 6676 pts →
Bear case (2)
News the sub argued over
- Nvidia agrees to buy Hugging Face for $12.9B, report says. 2026-08-27 · Q4 · 3760 pts →
- Nvidia tops Q2 expectations with a strong outlook and the stock falls anyway. 2026-08-26 · Q3.5 · 1837 pts →
- Reuters: Nvidia is considering up to $10B into Anthropic's IPO as an anchor investor, deepening the tie between the chipmaker and one of its biggest customers. 2026-09-12 · Q3 · 1423 pts →