Calls
1
Josh Gilbert
eToro APAC & Middle East Lead Analyst
Win Rate
0.0%
return
-5.8%
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Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
Long
May 21
$223.47
-5.8%
Nvidia remains the dominant AI company with strong revenue growth (85% revenue growth, 90%+ data center growth), expanding into full-stack AI infrastructure including networking and CPUs. Despite the market's high expectations leading to a muted after-hours response, the fundamental business is still one of the best in the world with ample runway as AI shifts from training to inference. The stock is still a core AI holding.
AI Compute
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Josh Gilbert has 1 trade ideas tracked on Buzzberg across 1 tickers since May 2026. Most covered: NVDA.
