$NVDA

semiconductorsG↗$5.2T · PE 33+4% since DD4 posts · 1 DD · 4 authors

Chip-momentum chatter and CoreWeave proximity; no argued thesis

1 year · daily close · posts pinned at their date

$178 → $215 (+21%)● DD● news● gain● loss● yolo○ short-term playhover a dot for the post

Evidence stream (newest first)

discussionQ3.5longDiscussion6676 pts · 1201 💬 · 26d
Michael Burry has been shorting NVDA since November, stock is up 30% since then. At what point do we stop treating this guy like a prophet?
Burry has shorted NVDA since November and is down 30% — when does prophet status expire?
u/Original-Reporter101
newsQ3.0News597 pts · 153 💬 · 26d
Nvidia and OpenAI in talks for up to $250 billion dollar backstop to fund AI infrastructure plans
Nvidia/OpenAI discussing $250B backstop for AI infrastructure.
u/patrickstar466
newsQ2.5

ddQ5.5shortDiscussion110 pts · 147 💬 · 32d

NVDA bear case from 8 hours of LLM benchmarking: efficient models break the compute-scaling assumption.

u/Optimal-Dig2330