Stacy Rasgon

Senior Analyst, U.S. Semiconductors & Semiconductor Capital Equipment, Bernstein Research
· tracked since Mar 2026
Calls 1 3 Posts tracked · 0.0/day
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90d 1
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NVDA long -4.4%
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NVDA ×1
Recent Calls
NVDA long 2 weeks ago
Win Rate 0% Long 1 Short 0
Win Rate
7d 0%
30d —
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Average Return -4.4% Long Return -4.4% Short Return -
Average Return
7d -4.1%
30d —
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NVDA NVIDIA C... NVIDIA Corporation
Long
May 15
$224.60
-4.4%
NVIDIA earnings beat, demand strong.
NVIDIA is favorably positioned ahead of its earnings report because the numbers are already low relative to Jensen Huang's Blackwell target of $1 trillion in cumulative revenue over 2025-2027, the AI demand is off the charts, and there is room for the multiple to expand as the narrative resets upward.
AI/Semi
YOUTUBE
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