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Call · @jaysyoon · #76 on the leaderboard

@jaysyoon

@jaysyoon · Mon, Aug 3

Confirmed: @RealJimChanos is, and likely always has been, a moron. In a recent interview (see attached), Jim argued that $NVDA is massively over-earning because it recognizes GPU revenue upfront, while customers depreciate those GPUs over five to ten years. This is a hilariously
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tweeted Mon, Aug 3 · counted from Tue, Aug 4 close

Read as

Long NVDA · High confidence

Confidence

High0.91

Counted from

Tue, Aug 4 · market close

Rank since this call

6
#107
#76

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