Duncan Hill

Co-Host, The Compound
· tracked since Apr 2026
Calls 1 1 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 1
Best Calls
NVDA long +21.5%
Worst Calls
No live losers yet
Most Mentioned
NVDA ×1
Recent Calls
NVDA long 2 months ago
Win Rate 100% Long 1 Short 0
Win Rate
7d 100%
30d 100%
90d —
Average Return +21.5% Long Return +21.5% Short Return -
Average Return
7d +4.0%
30d +12.3%
90d —
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NVDA NVIDIA C... NVIDIA Corporation
Long
Apr 01
$176.72
+21.5%
Duncan Hill stated he has "been buying some more Nvidia" because "it's at a cheaper valuation than it has been in a very long time right now based on their earnings growth and how much the stock has fallen off." The stock's decline has improved its valuation metric relative to its earnings growth trajectory, making it more attractive. LONG based on a valuation argument following a significant price decline. The competitive landscape in AI chips could shift (e.g., threats from alternatives like Anthropic affecting its partner OpenAI, in which MSFT is invested).
Duncan Hill stated he has "been buying some more Nvidia" because "it's at a cheaper valuation than it has been in a very long time right now based on their earnings growth and how much the stock has fallen off." The stock's decline has improved its valuation metric relative to its earnings growth trajectory, making it more attractive. LONG based on a valuation argument following a significant price decline. The competitive landscape in AI chips could shift (e.g., threats from alternatives like Anthropic affecting its partner OpenAI, in which MSFT is invested).
AI/Semi
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