@tannerstrades · Exit NVDA

I generally agree with this take, but it is worth studying the history of hero sku companies (companies that make a large tech leap on one of their products that drives enormous revenue growth). Historically, in the digital and analog chip space the average hero sku

Venu@Venu_7_

One of the biggest topics we discussed with @Zac_Markovich was why I believe all roads lead back to Nvidia $NVDA. AI data centers. AI factories. Robotics. Physical AI. Almost every major AI trend ultimately benefits Nvidia. My only advice: Don't fade Nvidia. Oh... and Jensen

Read asExit NVDA

Since the call+12#15 → #3

#3 of 214 rankedThe analyst's rank today

Medium · 0.78Confidence

Wed, Sep 30Tweeted

Thu, Oct 1 closeCounted from

not in the basket todayBasket

Rank per close

#15

Oct 1

#354

Oct 4

#40

Oct 5

#498

Oct 6

#93

Oct 7

#36

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