Chris Coons

Senator, US Senate
@ChrisCoons · tracked since Feb 2026
Calls 1 2 Posts tracked · 0.0/day
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NVDA long +13.9%
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NVDA ×1
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NVDA long 3 months ago
Win Rate 100% Long 1 Short 0
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7d 0%
30d 0%
90d 100%
Average Return +13.9% Long Return +13.9% Short Return -
Average Return
7d -1.9%
30d -2.9%
90d +16.4%
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Long
Feb 10
$188.54
+13.9%
Senator Coons quotes Nvidia's CEO saying demand is "incredibly great" and that US companies are "compute constrained." Lutnick confirms Commerce will not let exports hinder US companies getting chips. The government is effectively guaranteeing that US demand will absorb 100% of supply, removing the risk of an inventory glut if China exports are blocked. The "America First" allocation policy ensures Nvidia's order book remains full domestically. LONG Nvidia on confirmed, government-protected domestic demand that exceeds supply. Total ban on sales to China impacting long-term revenue growth.
Senator Coons quotes Nvidia's CEO saying demand is "incredibly great" and that US companies are "compute constrained." Lutnick confirms Commerce will not let exports hinder US companies getting chips. The government is effectively guaranteeing that US demand will absorb 100% of supply, removing the risk of an inventory glut if China exports are blocked. The "America First" allocation policy ensures Nvidia's order book remains full domestically. LONG Nvidia on confirmed, government-protected domestic demand that exceeds supply. Total ban on sales to China impacting long-term revenue growth.
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