Buzzberg Cup Live

Jim Schneider

Goldman Sachs Semiconductor Research Analyst
· tracked since May 2026
Calls
1
Win Rate
0.0%
return
-6.1%
Calls 1 1 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 1
Best Calls
No live winners yet
Worst Calls
NVDA long -6.1%
Most Mentioned
NVDA ×1
Recent Calls
NVDA long 1 month ago
Win Rate 0% Long 1 Short 0
Win Rate
7d 0%
30d 0%
90d
Average Return -6.1% Long Return -6.1% Short Return -
Average Return
7d -5.3%
30d -7.1%
90d
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Ticker
Side
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Entry
P&L
Thesis
Theme
Source
Long
May 20
$224.57
-6.1%
Nvidia beat and raise sustainable.
Nvidia will not only beat this quarter but sustain growth into next year at over 30% above street estimates, driven by falling token costs that improve hyperscaler economics and sustain capex. The stock is undervalued relative to this earnings trajectory, trading at lower multiples than in prior years.
AI Compute
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Jim Schneider has 1 trade ideas tracked on Buzzberg across 1 tickers since May 2026. Most covered: NVDA.