Calls
1
u/SelectSympathy8146
Reddit r/NVDA_Stock
Win Rate
100.0%
return
+2.0%
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Sep 17
$218.15
+2.0%
CoreWeave's 8-K investor deck shows a customer renewed H200 (2023) capacity on a 3-year term at a price above the original contract, and another customer signed A100 (2020) capacity out to 2029. The author argues this proves old chips are not losing pricing power, so the installed base isn't being written down and the upgrade cycle isn't cannibalizing itself, supporting NVIDIA's share capture. Supporting context includes $104.2B backlog, $25B+ of new commitments in early Q3, and capex up to $9.4B from $2.9B. The author notes the deck says nothing about China or NVIDIA's own gross margin, so it is a demand signal, not a margin signal.
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u/SelectSympathy8146 has 1 trade ideas tracked on Buzzberg across 1 tickers since September 2026. Most covered: NVDA.
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