The Analysts

Call · @thevalueist · unranked

@thevalueist

@thevalueist · Thu, Aug 27

TheValueist@TheValueist
$NVDA $MU $SNDK $LITE NVIDIA NVHBM AND NVLINK FUSION: TECHNICAL, STRATEGIC, AND INVESTMENT ANALYSIS (1/x) EXECUTIVE ASSESSMENT NVIDIA’s August 26, 2026 NVHBM announcement is strategically significant because it extends the company’s architectural control from GPUs, scale-up
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tweeted Thu, Aug 27 · counted from Fri, Aug 28 close

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Long NVDA · High confidence

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High0.90

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Fri, Aug 28 · market close

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