Calls
1
Stacy Rasgon
Senior Analyst, U.S. Semiconductors & Semiconductor Capital Equipment, Bernstein Research
Win Rate
0.0%
return
-9.9%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
May 15
$224.60
-9.9%
NVIDIA is favorably positioned ahead of its earnings report because the numbers are already low relative to Jensen Huang's Blackwell target of $1 trillion in cumulative revenue over 2025-2027, the AI demand is off the charts, and there is room for the multiple to expand as the narrative resets upward.
AI Compute
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Stacy Rasgon has 1 trade ideas tracked on Buzzberg across 1 tickers since March 2026. Most covered: NVDA.
