Calls
1
Deirdre Bosa
Anchor/Reporter, CNBC Tech Check
Win Rate
100.0%
return
+4.4%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jun 29
$193.83
+4.4%
NVIDIA is pursuing open-source AI models (NeMo Tron) and is uniquely incentivized because its GPU hardware sales benefit regardless of whether US or Chinese AI models dominate. This positions NVIDIA to thrive even if US restrictions push the global ecosystem toward Chinese open-source models, as chip demand for training and inference remains strong.
AI Compute
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Deirdre Bosa has 1 trade ideas tracked on Buzzberg across 1 tickers since January 2026. Most covered: NVDA.
