Rolf Bulk

Head of Semiconductors, Futurum Equities

· tracked since May 2026

Calls 1 1 Posts tracked · 0.1/day

Calls

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30d 1

90d 1

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Worst Calls

NVDA long -5.1%

Most Mentioned

NVDA ×1

Recent Calls

NVDA long 6 days ago

Win Rate 0% Long 1 Short 0

Win Rate

7d —

30d —

90d —

Average Return -5.1% Long Return -5.1% Short Return -

Average Return

7d —

30d —

90d —

Ticker

Side

Mentions

Opened

Entry

P&L

Thesis

Theme

Source

NVDA NVIDIA C... NVIDIA Corporation

Long

May 21

$223.47

-5.1%

Nvidia's dominance and growth continue.

Nvidia's competitive advantages (cost per token 15x better than AMD, full stack integration, margin advantage ~25%) and new growth engine (CPU business growing to $20B) ensure sustained dominance and growth despite competition. The demand base is broadening beyond hyperscalers, and AI capex is on track to reach $3-4 trillion annually by decade end.

AI/Semi

YOUTUBE

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