u/KegSeth

Reddit r/wallstreetbets

tracked since Nov 2026

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Calls	0/10	0/10	0/10	0/10	0/10	0/10
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Ticker

Side

Mentions

First Call

Call Price

P&L

Thesis

Theme

Source

NVDA 1ST NVIDIA C... NVIDIA Corporation

Short

Nov 10

$175.73

Short NVDA via $100 puts on regulatory-hit theory

The author argues the high-profile spy operation around Nvidia was a deliberate, easily discoverable hit rather than simple chip smuggling, intended to trigger a market drop, erode Jensen Huang's political influence and push Washington into slow, heavy AI regulation. That regulatory drag is the stated mechanism for near-term downside in NVDA. The author expresses this via NVDA $100 puts expiring 3/1/2027; the main risk is that the conspiracy premise is unsupported by reporting.

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u/KegSeth has 1 trade ideas tracked on Buzzberg across 1 tickers since November 2026.

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