Buzzberg Cup Live

Rolf Bulk

Head of Semiconductors, Futurum Equities
· tracked since May 2026
Calls
1
Win Rate
0.0%
return
-5.8%
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 -5.8%
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 -5.8% Long Return -5.8% Short Return -
Average Return
7d -4.1%
30d -6.6%
90d —
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Result
Result
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Theme Stance
Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
NVDA NVIDIA C... NVIDIA Corporation
Long
May 21
$223.47
-5.8%
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 Compute
YOUTUBE
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Rolf Bulk has 1 trade ideas tracked on Buzzberg across 1 tickers since May 2026. Most covered: NVDA.