@jerrycap · Long NVDA · The Analysts

"The deeper positive is not the absolute GPU count; it is that a power-backed infrastructure operator outside North America is designing an entire Al-factory business around NVIDIA's next generation before Rubin is broadly deployed. That supports the handoff thesis that NVIDIA's

Read asLong NVDA

Since the call+143#241 → #98

#98 of 217 rankedThe analyst's rank today

High · 0.93Confidence

Wed, Oct 7Tweeted

Thu, Oct 8 closeCounted from

7% of the basket · day 7fades out by Nov 18

Rank per close

#241

Oct 8

#182

Oct 11

#114

Oct 12

#95

Oct 13

#98

Oct 14