$NVDA
NVIDIA CorporationHow his view evolved
Every substantive take he's posted on $NVDA, newest first — each labelled with the stance he expressed at the time.
- Jun 16, 2026Bullish
@AsianbeBlazin Other way around, $NVDA bottlenecked the entire industry for EML capacity. And did the same with CW capacity ONCE AGAIN with $LITE, $COHR, and $MRVL (if they have LTA in place with Celestial) I said this a few months ago, we'd see this exact same playbook. But $AMD, $AMZN,
View on X → - Jun 11, 2026Bullish
If you haven’t noticed too with my other investment themes with 800V DC and CPO recently. It’s investing in $NVDA, America’s national champion in AI, and securing their supply chains. Many things feel technologically difficult with yields to substrate supply. People can https://t.co/Kzo2d2nZPj
View on X → - Jun 10, 2026Bullish
@oops1GSP Bro everything has technical obstacles. I can bear post about HBM4 yields or glass substrate yields and basically everything too. $NVDA is a $5T company, they’re not $ASTS. I’m sure they know timelines and difficulties, so projections should be accurate.
View on X → - Jun 10, 2026Bullishconviction 3/4
@lumingxi2025 No, $NVDA denied reports about 800v and CPO delays. I think I’ll trust Nvidia… since they probably have an idea on their own timelines…
View on X → - Jun 10, 2026Bullishconviction 3/4
Morgan Stanley: $NVDA has denied the reports 800V DC has been pushed back. Recent SemiAnalysis reports run contrary to our own checks at Computex. Bro this has gotta be the dumbest CPO/800V selloff I’ve seen. Since the selloff from their claim $MU had 0 share of Nvidia HBM4 https://t.co/YX9apQSVLT https://t.co/SZp7TBNVMU
View on X → - Jun 10, 2026Bullish
If you want a TLDR of today: > be $NVDA, $5T company. Force shift to 800V DC and CPO > analyst: I don’t think u can do it in time! > market: “I don’t trust Nvidia, time to sell everything” > Nvidia and Lumentum executives after: Bullish on CPO, timelines accelerating. ???
View on X → - Jun 10, 2026Bullishconviction 3/4
@xnoahwang Imagine being $NVDA, the most powerful company in the world, with high visibility of their own timelines, saying there’s no delays. Then external analysts go and say every architecture Nvidia is doing is gonna be delayed by awhile. Yeah… I’m going long with Nvidia here.
View on X → - Jun 5, 2026Bearish
@darkseidzz hmm, i prefer all your upstream chokepoints over $NVDA long term since those will be re-rated the most (nvidia already largest company in the world) pretty sure hyperscaler ASICs would eventually siphon off $NVDA demand like $GOOGL TPU, $AMZN trainium programs. wouldn't be too
View on X → - Feb 26, 2026Neutral
$NVDA blows away expectations, with $78B in revenue projected vs. $72B. The stock dropped 4.82% on the earnings. Controversial opinion but Nvidia earnings is a partially lagging indicator to me. The #1 thing to look out for is hyperscaler capex projections and $TSM https://t.co/aEG0HCIrGh
View on X → - Feb 14, 2026Bullish
@longinvest32 $NVDA is already a $4.4T company. I think Nvidia is getting the respect it deserves!
View on X → - Feb 14, 2026Bullishconviction 3/4
Global ranking of the most profitable companies in the world (Mag 7 vs. World) Projections for 2025->2026->2027 (Operating Income). #1: $NVDA (USA, 4.4T MC) 🇺🇸 ~$135.0B -> $186.5B -> $240.1 Billion #2: Samsung Electronics (Korea, $820B MC) 🇰🇷 ~$30.2B -> ~$170B -> ~$226.7 https://t.co/IoPR5qhNAO
View on X → - Oct 8, 2025Bullish
@rocket5010 Crazy run, people are seeing this as a $400B MC company chasing up to a $4.5T $NVDA. I should have bought more lol I only have 1.1k shares.
View on X → - Oct 8, 2025Bearishconviction 3/4
@arpit_sidana $AMD over $NVDA because of the OpenAI deal and market cap has higher re-rating potential just due to size.
View on X → - Oct 6, 2025Bearish
@yield_addicted For the deal, I'd say net negative: $NVDA, $CRWV (Nvda centric) Net positive (almost everything else): $AMD, NBIS, CIFR, IREN, TSM, etc. The 2.5% drop makes sense off moat narrative changes.
View on X → - Sep 28, 2025Bullish
@Veganhippo21 That's fair. Not a fan of $CRWV as much because of 9% interest on their debt but to each their own. $NVDA is backstopping CRWV more than the others but I liked $NBIS balance sheet a lot more.
View on X → - Sep 27, 2025Bullish
@babyfolio lol I personally just do shorter term trading/momentum holds. I'm sure people would get higher returns just holding $NVDA or $NBIS for 5 years
View on X → - Sep 25, 2025Bearish
@_visionarius I just liked $TSM over $NVDA. Upside potential for $NBIS is a lot higher given marketcap.
View on X → - Sep 21, 2025Bullish
@Henry8151628180 That's the same 4T+ thesis with $NVDA and their GPUs/ASICs (Google Cloud TPUs, AWS Trainium) when hyperscalers could replace Nvidia. Same applies to $NBIS. MSFT wouldn't sign a 17B 5 year contract if they could build it out themselves this fast. If you read my DD, NBIS, $CRWV
View on X → - Sep 19, 2025Bullish
@MMerrino569447 I agree, hyperscaler chips is the biggest threat to $NVDA's 4T+ empire + GPU providers. But, $NBIS and $CRWV are NVIDIA's solution to protecting it's moat and GPU margin compression. So they're supporting companies like NBIS on purpose to diversify demand from hyperscalers and
View on X → - Aug 25, 2025Bearish
Just a tip: Lower risk appetite around September. Profitable stocks like $UNH, $NVO, $GOOGL, $UPWK, $KSPI... or stocks down YTD - $MRVL, $SG, $SNAP might do well. If you're full port calls on high beta like $PLTR, $DUOL, $HOOD, $COIN, $CRCL, $NVDA, $MSTR, $TSLA... Good luck.
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