u/NoFaithlessness951

Reddit r/wallstreetbets

tracked since Nov 2026

Leaderboard rank

Horizon	7D	30D	90D	180D	360D	AVG
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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

$180.50

NVDA puts on capex cut and export risk

The author bought 69 NVDA $170 puts expiring 04/16/27, arguing Nvidia is the Cisco of AI: hyperscalers will cut GPU capex when shareholders demand returns, compressing margins and EPS. They also argue a DOJ investigation into Megaspeed chip diversion could trigger export restrictions on Nvidia. Their scenario is EPS falling to $10 at a 12x multiple, i.e. $120, with the main risk being that AI demand and earnings stay strong.

AI Compute

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u/NoFaithlessness951 has 1 trade ideas tracked on Buzzberg across 1 tickers since November 2026.

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