u/aminerman

Reddit r/NVDA_Stock
· tracked since Sep 2026
Calls
1
Win Rate
100.0%
return
+3.6%
Calls 1 1 Posts tracked · 0.2/day
Calls
7d 1
30d 1
90d 1
Win Rate 100% Long 1 Short 0
Win Rate
7d
30d
90d
Average Return +3.6% Long Return +3.6% Short Return -
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Long
Sep 14
$211.77
+3.6%
AI compute demand exponential, slowdown narrative is excuse
The author argues the AI slowdown narrative is just an excuse, citing the latest Astra release bringing demand so huge they could barely keep up. Because new frontier models ship every one or two months and each iteration helps develop the next, growth is becoming exponential and the need to slow down stems from resource constraints, not safety. Therefore demand for computation itself will not slow, which changes nothing for semis.
AI Compute
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u/aminerman has 1 trade ideas tracked on Buzzberg across 1 tickers since September 2026. Most covered: NVDA.

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