Calls
1
u/Sad-Struggle7797
Reddit r/ValueInvesting
Win Rate
100.0%
return
+4.6%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jun 26
$193.50
+4.6%
NVDA Data Center revenue grew 92% YoY, Blackwell ramping, CUDA ecosystem remains dominant. Author explicitly added to position during pullbacks, indicating belief in medium-term upside despite valuation concerns. Trade as a momentum/quality play with strong fundamentals, but size cautiously given elevated multiples and competitive risks. Slower AI capex from hyperscalers, AMD/intra-chip competition, multiple compression if growth decelerates.
NVDA Data Center revenue grew 92% YoY, Blackwell ramping, CUDA ecosystem remains dominant. Author explicitly added to position during pullbacks, indicating belief in medium-term upside despite valuation concerns. Trade as a momentum/quality play with strong fundamentals, but size cautiously given elevated multiples and competitive risks. Slower AI capex from hyperscalers, AMD/intra-chip competition, multiple compression if growth decelerates.
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u/Sad-Struggle7797 has 1 trade ideas tracked on Buzzberg across 1 tickers since June 2026. Most covered: NVDA.
