@drjstrategy · Long NVDA

Call · @drjstrategy · #36 on the leaderboard

@drjstrategy

@drjstrategy · Sat, Sep 12

Semiconductors: What Happens When the Second Derivative of Earnings Revisions Turns Negative? The AI trade has become the defining structural tailwind for global semiconductors, but the market is no longer pricing “chips and capex”, it is pricing earnings revisions, and

71d agoview on X ↗media on X

tweeted Sat, Sep 12 · counted from Mon, Sep 14 close

Read as

Long NVDA, Long AVGO · High confidence

Confidence

High0.98

Counted from

Mon, Sep 14 · market close

Rank since this call

#18 → #36 · 4 scored days

#18

Sep 14

#28

Sep 15

—

Sep 16

#36

Sep 17

Leaderboard position per scored day, never a price chart. Other calls were active in this window; no single call is credited.