NVDA — khanna-trades buy
Desk Move
NVDA — khanna-trades buy
Summary
Rationale: Khanna (Rep, CA-17) BUY (owner: self, disclosed range 1K–15K, midpoint $8,000) — congressional STOCK Act PTR disclosure, mirrored at import. Price: 218.66 Shares: 22.8666
Related
8 events DateTypeEvent
Jun 4 InvestigationSpaceX (SPCX) original S-1 full read, section by section Jun 4 InvestigationSpaceX S-1 picks-and-shovels / supply-chain investable map Jun 5 SourceKobeissi 30d AI-bubble structure and crypto unwind Jun 3 SourceAstera Labs ALAB retimer thesis — most boring chip highest gross margin in the rack Jun 5 InvestigationAschenbrenner essay vs 13F scorecard — what the Situational Awareness predictions have actually done, and the new megacap put overlay Jun 3 InvestigationFollowing the money up Dell's supply chain — where the alpha moved and what's durable vs cyclical bubble Jun 5 InvestigationAschenbrenner research dossier — essay-mined lanes, the pair-trade put book, 13F track-record calibration, and cross-manager convergence Jun 3 InvestigationSpaceX net-flow model — forced passive index demand vs staggered lockup supply (parametric) No direct external sources are attached to this read.