Calls
1
u/therealjohnnyp
Reddit r/investing
Win Rate
100.0%
return
+21.8%
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jan 21
$180.12
+21.8%
The author owns 190 shares and argues Nvidia's moat is CUDA with 4.5M developers versus 1.8M in 2020, an ecosystem Cisco never had, and that its GPUs power real revenue-generating products unlike Cisco's unused dark fiber. He cites enterprise AI spending of $37B in 2025, up from $11.5B in 2024, as evidence demand is real. He notes the bear case: at 50x P/E Nvidia is priced for perfection, and hyperscaler capex peaking or custom chips from Google, Amazon and Microsoft succeeding at scale could test the moat. He also flags export controls, with the US government taking 25% of China chip sales as both a regulatory moat and a risk if China does not play along or policy changes.
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u/therealjohnnyp has 1 trade ideas tracked on Buzzberg across 1 tickers since January 2026. Most covered: NVDA.
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