NVDA NVIDIA Corporation

NVDA NVIDIA Corporation

Technology · Semiconductors

Desk view

Watchingmedium conviction · entry WAIT: close above $236.54 (established pivot; preserved predecessor); Settled volume-supported breakout plus fresh supply, margins and customer-demand review. Price alone cannot authorize BUY. — not entered
Basis Open desk call ·Logged decision ·Entry target
Updated

Market read

Scan convergence 6 scans as of 2026-10-16 6 neutral converging

POC $185.69 · VWAP $197.30 · +8.5% vs 12m avg buyer

uptrend vol: compressedchurn: quiet as of

Insiders selling 0 buy / 3 sell · Form 4, 90d $946.6M sold last open-market sell STEVENS MARK A

Cluster CFO, EVP + 1 other sold $314.6M, Sep 18–23

Coverage

12 related campaigns

Watchlists @ai-bottlenecks@ai-infra@ai-scan@bargain-bin@focus@insider-universe@mag7@nvidia-open-agent-ecosystem@robotics@semis +16

NVDA Price Structure

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Peers

Every watchlist NVDA belongs to, members best 30-day change first — NVDA highlighted in place. Each pill: 30d change, 1d/7d, and a close spark over the last 30 calendar days (~21 sessions); hover for price, RSI, and the full chart.

@thebuildout-space-data-centers-orbital-compute
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MCHP+6.1% -0.6%1d -2.3%7d NVDA+0.1% -1.4%1d -6.6%7d GOOG-0.7% -2.3%1d -3.1%7d IBM-2.3% -0.8%1d +2.2%7d HPE-2.7% -6.0%1d -24.9%7d SPCXE-3.2% -1.7%1d -10.2%7d
@thebuildout-industrial-robotics-automation
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EMR+10.7% -0.4%1d -0.2%7d TDY+2.9% -0.2%1d +0.8%7d ROK+2.7% +1.0%1d -1.5%7d HON+1.8% +0.4%1d +1.8%7d FORM+0.2% -7.3%1d -24.8%7d NVDA+0.1% -1.4%1d -6.6%7d TER-4.7% -5.3%1d -19.3%7d CGNX-10.2% -3.0%1d -14.2%7d
@ai-infra
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P+27.1% -7.0%1d -19.7%7d TAC+7.5% +1.5%1d -2.1%7d PLTR+6.7% -7.2%1d -11.0%7d ASML+2.5% -1.0%1d -7.8%7d AMZN+1.6% -1.9%1d -4.7%7d NVDA+0.1% -1.4%1d -6.6%7d MRVL-0.8% -5.6%1d -17.2%7d SMH-1.1% -3.4%1d -10.5%7d TSM-1.2% -2.3%1d -9.0%7d AIQ-1.6% -3.2%1d -6.9%7d ARM-6.6% -6.9%1d -14.4%7d
@thebuildout-humanoid-robots-embodied-ai
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TXN+6.1% -0.9%1d -2.6%7d NXPI+4.7% -0.8%1d +0.8%7d RRX+3.2% -1.4%1d -6.7%7d TM+1.3% +1.4%1d +5.0%7d NVDA+0.1% -1.4%1d -6.6%7d GOOG-0.7% -2.3%1d -3.1%7d TSLA-0.9% -2.1%1d -7.3%7d STM-5.6% -2.6%1d -12.8%7d IFNNY-6.7% -2.3%1d -11.7%7d QCOM-6.9% -3.5%1d -1.9%7d CGNX-10.2% -3.0%1d -14.2%7d XPEV-10.7% -4.2%1d -6.8%7d
@thebuildout-ai-sensors-perception-hardware
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ZBRA+8.2% -2.3%1d -4.7%7d ON+8.1% -2.3%1d -7.1%7d TXN+6.1% -0.9%1d -2.6%7d NXPI+4.7% -0.8%1d +0.8%7d MGA+3.5% -0.6%1d +3.1%7d TDY+2.9% -0.2%1d +0.8%7d NVDA+0.1% -1.4%1d -6.6%7d STM-5.6% -2.6%1d -12.8%7d IFNNY-6.7% -2.3%1d -11.7%7d QCOM-6.9% -3.5%1d -1.9%7d CGNX-10.2% -3.0%1d -14.2%7d LITE-10.4% -5.2%1d -25.3%7d COHR-19.7% -7.1%1d -25.5%7d
@thebuildout-data-center-switch-nic-vendors
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AMD+3.2% -6.0%1d -13.1%7d NVDA+0.1% -1.4%1d -6.6%7d CSCO-0.3% -2.2%1d -9.3%7d MRVL-0.8% -5.6%1d -17.2%7d CIEN-2.3% -6.7%1d -26.0%7d HPE-2.7% -6.0%1d -24.9%7d AVGO-3.2% -4.5%1d -9.1%7d CLS-6.2% -3.6%1d -16.1%7d NOK-9.9% -4.5%1d -11.8%7d ANET-10.4% -4.6%1d -18.3%7d INTC-11.1% -5.8%1d -14.2%7d SMCI-14.2% -9.9%1d -24.4%7d DELL-19.8% -4.6%1d -22.9%7d
@thebuildout-china-ai-semiconductor-stack
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SNPS+20.1% -2.9%1d -10.9%7d CDNS+14.2% -1.5%1d -9.4%7d ASX+4.2% -5.6%1d -14.9%7d ASML+2.5% -1.0%1d -7.8%7d BABA+1.7% -1.8%1d -2.0%7d NVDA+0.1% -1.4%1d -6.6%7d KLAC-1.0% -5.0%1d -15.3%7d TSM-1.2% -2.3%1d -9.0%7d AMAT-1.5% -4.8%1d -19.3%7d LRCX-2.0% -4.9%1d -17.2%7d MU-5.2% -5.6%1d -14.6%7d ARM-6.6% -6.9%1d -14.4%7d BIDU-9.5% -2.9%1d -6.1%7d SKHY-21.9% -6.6%1d -19.3%7d
@thebuildout-data-center-fiber-high-speed-cabling
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ALAB+6.2% -5.3%1d -16.5%7d TEL+5.2% -0.2%1d -2.6%7d CRDO+5.1% -4.9%1d -21.6%7d MTSI+4.2% -3.4%1d -20.6%7d APH+2.7% -2.6%1d -9.0%7d NVDA+0.1% -1.4%1d -6.6%7d MRVL-0.8% -5.6%1d -17.2%7d AVGO-3.2% -4.5%1d -9.1%7d JBL-6.4% -3.1%1d -9.2%7d FN-7.4% -5.6%1d -25.3%7d GLW-8.4% -4.6%1d -15.8%7d LITE-10.4% -5.2%1d -25.3%7d SMTC-18.4% -5.2%1d -27.0%7d COHR-19.7% -7.1%1d -25.5%7d AAOI-21.9% -9.8%1d -31.1%7d
@thebuildout-data-center-networking-silicon
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RMBS+7.2% -6.0%1d -18.8%7d ALAB+6.2% -5.3%1d -16.5%7d MCHP+6.1% -0.6%1d -2.3%7d CRDO+5.1% -4.9%1d -21.6%7d MTSI+4.2% -3.4%1d -20.6%7d AMD+3.2% -6.0%1d -13.1%7d NVDA+0.1% -1.4%1d -6.6%7d CSCO-0.3% -2.2%1d -9.3%7d MRVL-0.8% -5.6%1d -17.2%7d CIEN-2.3% -6.7%1d -26.0%7d AVGO-3.2% -4.5%1d -9.1%7d QCOM-6.9% -3.5%1d -1.9%7d LITE-10.4% -5.2%1d -25.3%7d INTC-11.1% -5.8%1d -14.2%7d SMTC-18.4% -5.2%1d -27.0%7d COHR-19.7% -7.1%1d -25.5%7d
@thebuildout-racks-chassis-mechanical-infrastructure
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HUBB+5.0% -0.8%1d -2.7%7d PH+4.8% +0.2%1d +0.1%7d DOV+4.0% +0.9%1d +3.7%7d APH+2.7% -2.6%1d -9.0%7d NVDA+0.1% -1.4%1d -6.6%7d ETN-1.6% -2.8%1d -8.9%7d HPE-2.7% -6.0%1d -24.9%7d NVT-3.8% -2.5%1d -15.2%7d CLS-6.2% -3.6%1d -16.1%7d JBL-6.4% -3.1%1d -9.2%7d SANM-10.3% -6.9%1d -19.2%7d VRT-13.8% -3.9%1d -15.0%7d SMCI-14.2% -9.9%1d -24.4%7d FLEX-16.2% -8.2%1d -24.5%7d MOD-17.8% -3.3%1d -18.0%7d DELL-19.8% -4.6%1d -22.9%7d
@thebuildout-ai-storage-data-pipeline
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P+27.1% -7.0%1d -19.7%7d NTAP+6.4% -5.1%1d -14.1%7d ALAB+6.2% -5.3%1d -16.5%7d NVDA+0.1% -1.4%1d -6.6%7d MRVL-0.8% -5.6%1d -17.2%7d KLAC-1.0% -5.0%1d -15.3%7d IBM-2.3% -0.8%1d +2.2%7d HPE-2.7% -6.0%1d -24.9%7d AVGO-3.2% -4.5%1d -9.1%7d MU-5.2% -5.6%1d -14.6%7d SNOW-7.3% -8.4%1d -16.8%7d MDB-10.3% -7.9%1d -12.5%7d SNDK-14.5% -6.8%1d -17.9%7d STX-18.4% -7.5%1d -18.4%7d DELL-19.8% -4.6%1d -22.9%7d WDC-20.4% -6.9%1d -16.4%7d SKHY-21.9% -6.6%1d -19.3%7d
@semis
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ON+8.1% -2.3%1d -7.1%7d TXN+6.1% -0.9%1d -2.6%7d AMD+3.2% -6.0%1d -13.1%7d MXL+2.6% -8.8%1d -25.8%7d ASML+2.5% -1.0%1d -7.8%7d NVDA+0.1% -1.4%1d -6.6%7d MRVL-0.8% -5.6%1d -17.2%7d SMH-1.1% -3.4%1d -10.5%7d TSM-1.2% -2.3%1d -9.0%7d AMAT-1.5% -4.8%1d -19.3%7d SOXX-1.7% -4.1%1d -11.8%7d LSCC-2.5% -3.2%1d -17.8%7d AVGO-3.2% -4.5%1d -9.1%7d ARM-6.6% -6.9%1d -14.4%7d SWKS-6.9% +0.8%1d +4.4%7d QCOM-6.9% -3.5%1d -1.9%7d AMKR-9.6% -5.1%1d -14.9%7d INTC-11.1% -5.8%1d -14.2%7d
@thebuildout-autonomous-vehicles-self-driving
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ADI+9.2% -2.1%1d -2.6%7d ON+8.1% -2.3%1d -7.1%7d TXN+6.1% -0.9%1d -2.6%7d NXPI+4.7% -0.8%1d +0.8%7d MGA+3.5% -0.6%1d +3.1%7d APTV+3.5% -0.7%1d +2.4%7d AMZN+1.6% -1.9%1d -4.7%7d NVDA+0.1% -1.4%1d -6.6%7d GME-0.4% +0.4%1d +1.5%7d GOOG-0.7% -2.3%1d -3.1%7d UBER-0.9% -1.3%1d -1.6%7d TSLA-0.9% -2.1%1d -7.3%7d TSM-1.2% -2.3%1d -9.0%7d STM-5.6% -2.6%1d -12.8%7d LI-5.7% -1.1%1d -1.7%7d IFNNY-6.7% -2.3%1d -11.7%7d QCOM-6.9% -3.5%1d -1.9%7d BIDU-9.5% -2.9%1d -6.1%7d XPEV-10.7% -4.2%1d -6.8%7d INTC-11.1% -5.8%1d -14.2%7d AUR-23.6% -10.0%1d -16.6%7d
@thebuildout-optical-transceivers-modules
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GFS+8.5% -4.3%1d -3.2%7d TEL+5.2% -0.2%1d -2.6%7d CRDO+5.1% -4.9%1d -21.6%7d MTSI+4.2% -3.4%1d -20.6%7d APH+2.7% -2.6%1d -9.0%7d NVDA+0.1% -1.4%1d -6.6%7d CSCO-0.3% -2.2%1d -9.3%7d MRVL-0.8% -5.6%1d -17.2%7d CIEN-2.3% -6.7%1d -26.0%7d HPE-2.7% -6.0%1d -24.9%7d AVGO-3.2% -4.5%1d -9.1%7d TSEM-3.3% -6.8%1d -14.5%7d STM-5.6% -2.6%1d -12.8%7d JBL-6.4% -3.1%1d -9.2%7d FN-7.4% -5.6%1d -25.3%7d NOK-9.9% -4.5%1d -11.8%7d SANM-10.3% -6.9%1d -19.2%7d LITE-10.4% -5.2%1d -25.3%7d ANET-10.4% -4.6%1d -18.3%7d INTC-11.1% -5.8%1d -14.2%7d SMTC-18.4% -5.2%1d -27.0%7d COHR-19.7% -7.1%1d -25.5%7d AAOI-21.9% -9.8%1d -31.1%7d
@thebuildout-advanced-packaging-2d3d-leaders
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SNPS+20.1% -2.9%1d -10.9%7d CDNS+14.2% -1.5%1d -9.4%7d GFS+8.5% -4.3%1d -3.2%7d RMBS+7.2% -6.0%1d -18.8%7d NDSN+4.3% -2.0%1d -1.8%7d ASX+4.2% -5.6%1d -14.9%7d AMD+3.2% -6.0%1d -13.1%7d MMME+1.3% -0.3%1d +3.0%7d Q+0.4% -3.5%1d -8.9%7d FORM+0.2% -7.3%1d -24.8%7d NVDA+0.1% -1.4%1d -6.6%7d DOW-0.5% +0.9%1d +5.3%7d KLAC-1.0% -5.0%1d -15.3%7d TSM-1.2% -2.3%1d -9.0%7d AMAT-1.5% -4.8%1d -19.3%7d LRCX-2.0% -4.9%1d -17.2%7d AVGO-3.2% -4.5%1d -9.1%7d TER-4.7% -5.3%1d -19.3%7d MU-5.2% -5.6%1d -14.6%7d NVMI-5.3% -2.5%1d -9.0%7d QCOM-6.9% -3.5%1d -1.9%7d GLW-8.4% -4.6%1d -15.8%7d ONTO-9.4% -4.8%1d -25.1%7d AMKR-9.6% -5.1%1d -14.9%7d INTC-11.1% -5.8%1d -14.2%7d UMC-12.0% -5.3%1d -13.7%7d SKHY-21.9% -6.6%1d -19.3%7d
@thebuildout-co-packaged-optics-cpo
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SNPS+20.1% -2.9%1d -10.9%7d CDNS+14.2% -1.5%1d -9.4%7d GFS+8.5% -4.3%1d -3.2%7d CRDO+5.1% -4.9%1d -21.6%7d MTSI+4.2% -3.4%1d -20.6%7d ASX+4.2% -5.6%1d -14.9%7d AMD+3.2% -6.0%1d -13.1%7d KEYS+2.9% -3.2%1d -13.5%7d FORM+0.2% -7.3%1d -24.8%7d NVDA+0.1% -1.4%1d -6.6%7d CSCO-0.3% -2.2%1d -9.3%7d MRVL-0.8% -5.6%1d -17.2%7d TSM-1.2% -2.3%1d -9.0%7d AMAT-1.5% -4.8%1d -19.3%7d LRCX-2.0% -4.9%1d -17.2%7d IBM-2.3% -0.8%1d +2.2%7d CIEN-2.3% -6.7%1d -26.0%7d HPE-2.7% -6.0%1d -24.9%7d VIAV-3.2% -9.3%1d -26.6%7d AVGO-3.2% -4.5%1d -9.1%7d TSEM-3.3% -6.8%1d -14.5%7d TER-4.7% -5.3%1d -19.3%7d STM-5.6% -2.6%1d -12.8%7d CLS-6.2% -3.6%1d -16.1%7d JBL-6.4% -3.1%1d -9.2%7d FN-7.4% -5.6%1d -25.3%7d GLW-8.4% -4.6%1d -15.8%7d ONTO-9.4% -4.8%1d -25.1%7d AMKR-9.6% -5.1%1d -14.9%7d LITE-10.4% -5.2%1d -25.3%7d INTC-11.1% -5.8%1d -14.2%7d SMTC-18.4% -5.2%1d -27.0%7d COHR-19.7% -7.1%1d -25.5%7d AAOI-21.9% -9.8%1d -31.1%7d
@spacex-s1-supply-chain
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KMI+11.3% +4.2%1d +5.3%7d AR+8.3% +6.1%1d +7.7%7d RMBS+7.2% -6.0%1d -18.8%7d ALAB+6.2% -5.3%1d -16.5%7d GSAT+0.6% -0.7%1d -1.7%7d NVDA+0.1% -1.4%1d -6.6%7d GEV-0.4% -0.6%1d -8.3%7d GOOGL-0.7% -2.5%1d -3.1%7d HXL-0.9% +0.4%1d +6.2%7d TSLA-0.9% -2.1%1d -7.3%7d DTM-1.1% +4.1%1d -0.3%7d TSM-1.2% -2.3%1d -9.0%7d ETN-1.6% -2.8%1d -8.9%7d ATI-2.1% -2.0%1d -3.3%7d CIEN-2.3% -6.7%1d -26.0%7d SEI-2.9% -3.7%1d -17.9%7d HWM-3.0% +0.6%1d -1.9%7d AVGO-3.2% -4.5%1d -9.1%7d MU-5.2% -5.6%1d -14.6%7d ARKX-5.4% -2.1%1d -7.2%7d SPXC-7.1% -0.8%1d -2.0%7d IRDM-7.5% -2.7%1d -7.8%7d CRS-8.4% -0.9%1d -2.3%7d ECHO-8.7% -1.7%1d -10.0%7d LITE-10.4% -5.2%1d -25.3%7d VRT-13.8% -3.9%1d -15.0%7d PL-15.4% -6.7%1d -21.1%7d VSAT-17.1% -4.3%1d -18.3%7d FLY-17.4% -6.1%1d -16.3%7d BE-18.0% -6.3%1d -21.1%7d BKSY-19.5% -6.1%1d -17.2%7d COHR-19.7% -7.1%1d -25.5%7d RKLB-20.2% -8.0%1d -25.5%7d RDW-22.2% -5.8%1d -12.4%7d LUNR-22.3% -6.8%1d -18.3%7d ASTS-31.4% -8.6%1d -20.2%7d
@nvidia-open-agent-ecosystem
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ACN+21.1% +2.1%1d +9.9%7d SNPS+20.1% -2.9%1d -10.9%7d CDNS+14.2% -1.5%1d -9.4%7d NTSK+9.9% -7.1%1d -8.5%7d ZS+8.3% -5.9%1d -11.3%7d MSFT+7.9% -1.9%1d -1.1%7d PLTR+6.7% -7.2%1d -11.0%7d SAP+5.2% -0.3%1d +4.4%7d FFIV+4.3% -3.2%1d -7.9%7d PWR+2.0% -1.6%1d -10.5%7d NOW+1.5% -4.4%1d +0.8%7d CHKP+0.1% -0.2%1d +0.5%7d NVDA+0.1% -1.4%1d -6.6%7d CSCO-0.3% -2.2%1d -9.3%7d OKTA-0.5% -10.2%1d -19.3%7d NEE-0.7% +1.1%1d +3.1%7d FTNT-1.5% -7.0%1d -13.2%7d IBM-2.3% -0.8%1d +2.2%7d JPM-2.6% +1.3%1d +2.0%7d HPE-2.7% -6.0%1d -24.9%7d SPCXE-3.2% -1.7%1d -10.2%7d MNDY-3.9% -4.2%1d +1.6%7d CRM-3.9% -2.5%1d +5.0%7d CRWD-5.8% -7.0%1d -17.3%7d C-6.5% +0.8%1d -4.2%7d ARM-6.6% -6.9%1d -14.4%7d S-6.9% -7.7%1d -17.9%7d SAIL-7.9% -5.1%1d -9.7%7d HPQ-8.2% -2.7%1d -0.6%7d NET-8.7% -6.3%1d -17.9%7d PANW-9.0% -7.6%1d -18.3%7d FROG-9.0% -10.8%1d -17.5%7d ORCL-10.4% -4.6%1d -9.3%7d SMCI-14.2% -9.9%1d -24.4%7d AKAM-16.0% -4.9%1d -17.9%7d DELL-19.8% -4.6%1d -22.9%7d DOCN-20.3% -9.8%1d -26.8%7d NBIS-21.0% -12.2%1d -25.1%7d CRWV-26.4% -11.9%1d -25.2%7d BTDR-30.0% -8.1%1d -19.8%7d IREN-36.7% -11.2%1d -23.3%7d
@robotics
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ISRGE+11.6% -0.3%1d +0.7%7d ADI+9.2% -2.1%1d -2.6%7d ZBRA+8.2% -2.3%1d -4.7%7d BB+5.5% -7.4%1d -9.5%7d TEL+5.2% -0.2%1d -2.6%7d RRX+3.2% -1.4%1d -6.7%7d TDY+2.9% -0.2%1d +0.8%7d ROK+2.7% +1.0%1d -1.5%7d APH+2.7% -2.6%1d -9.0%7d RBC+2.3% +0.2%1d -1.0%7d NVDA+0.1% -1.4%1d -6.6%7d TSLA-0.9% -2.1%1d -7.3%7d KLIC-1.2% -5.3%1d -14.5%7d AMBA-1.7% -2.6%1d -8.5%7d ALNT-2.2% -4.5%1d -15.7%7d LSCC-2.5% -3.2%1d -17.8%7d ROBO-2.9% -2.6%1d -7.3%7d NOVT-3.0% -4.5%1d -8.8%7d ST-3.2% -1.8%1d -4.0%7d TKR-3.7% -0.6%1d -3.2%7d TER-4.7% -5.3%1d -19.3%7d BOTZ-4.9% -2.1%1d -6.9%7d PATH-5.7% -6.3%1d -4.7%7d MBLY-7.7% -2.8%1d +1.7%7d INVZ-8.1% +0.5%1d -8.2%7d SYM-10.1% -2.5%1d -9.1%7d CGNX-10.2% -3.0%1d -14.2%7d XPEV-10.7% -4.2%1d -6.8%7d CCXI-11.8% -6.1%1d -2.5%7d OUST-16.4% -9.3%1d -28.8%7d AMBQ-16.7% -4.2%1d -14.8%7d MP-18.0% -3.5%1d -12.9%7d RR-19.9% -9.2%1d -21.3%7d ATOM-20.4% -7.5%1d -26.0%7d ACHR-22.0% -4.7%1d -17.9%7d JOBY-23.4% -3.1%1d -14.3%7d AUR-23.6% -10.0%1d -16.6%7d SERV-24.7% -7.5%1d -25.8%7d HSAI-25.5% -7.0%1d -22.4%7d AEVA-30.4% -8.8%1d -26.6%7d MVIS-30.7% -8.1%1d -5.8%7d ARBE-30.9% -5.4%1d -16.3%7d INDI-39.7% -9.0%1d -30.0%7d KITT-66.9% -1.6%1d -15.5%7d
@ai-bottlenecks
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P+27.1% -7.0%1d -19.7%7d TLN+23.4% +0.3%1d -6.3%7d 8046.TW+22.6% +0.7%1d -8.1%7d PENG+18.4% -7.7%1d -25.1%7d 6920.T+15.2% +5.0%1d -15.2%7d 3037.TW+13.4% +1.4%1d -14.2%7d 4958.TW+12.9% +7.3%1d -5.9%7d 7729.T+10.2% +1.7%1d -12.4%7d GNRC+10.0% -2.9%1d -14.3%7d TT+8.8% +0.3%1d -3.8%7d 2802.T+8.6% +0.8%1d -2.2%7d AMS.SW+8.5% -2.3%1d -15.5%7d RSW.L+8.5% +1.5%1d -4.1%7d GFS+8.5% -4.3%1d -3.2%7d 6103.T+8.5% +1.1%1d -0.5%7d VST+8.3% -1.4%1d -5.9%7d ON+8.1% -2.3%1d -7.1%7d 6501.T+8.0% +3.1%1d +1.8%7d LIN+7.9% +1.1%1d +3.0%7d NG.L+7.4% +2.0%1d +6.2%7d 6861.T+6.8% +2.3%1d +0.3%7d ENTG+6.6% -5.5%1d -16.3%7d NTAP+6.4% -5.1%1d -14.1%7d ALAB+6.2% -5.3%1d -16.5%7d TXN+6.1% -0.9%1d -2.6%7d 3105.TWO+6.0% -0.2%1d -13.8%7d 6146.T+5.9% +1.3%1d -12.4%7d MPWR+5.5% -3.1%1d -12.7%7d 2449.TW+5.2% +1.1%1d -9.7%7d TEL+5.2% -0.2%1d -2.6%7d WEC+5.2% +2.5%1d +4.8%7d SHLS+5.1% -7.6%1d -18.0%7d CRDO+5.1% -4.9%1d -21.6%7d HUBB+5.0% -0.8%1d -2.7%7d SONY+4.8% +0.8%1d +3.1%7d NXPI+4.7% -0.8%1d +0.8%7d CEG+4.6% -1.3%1d -9.0%7d MTSI+4.2% -3.4%1d -20.6%7d VECO+4.2% -5.3%1d -18.2%7d ASX+4.2% -5.6%1d -14.9%7d VICRE+4.1% -12.9%1d -28.0%7d AI.PA+4.0% +0.1%1d +2.0%7d SIE.DE+3.9% 0.0%1d -0.5%7d WRT1V.HE+3.9% -3.3%1d -1.9%7d JCI+3.6% -1.5%1d -7.6%7d RRX+3.2% -1.4%1d -6.7%7d AMD+3.2% -6.0%1d -13.1%7d 6762.T+3.1% +1.3%1d -10.0%7d 4186.T+3.0% +2.5%1d -10.8%7d PRLB+2.9% -2.0%1d -8.7%7d ROK+2.7% +1.0%1d -1.5%7d APH+2.7% -2.6%1d -9.0%7d MXL+2.6% -8.8%1d -25.8%7d NXT+2.6% -4.1%1d -7.0%7d 6954.T+2.5% +1.4%1d -1.9%7d ASML+2.5% -1.0%1d -7.8%7d 6481.T+2.1% +1.3%1d -6.9%7d PWR+2.0% -1.6%1d -10.5%7d 7011.T+1.9% +5.4%1d +3.5%7d 2383.TW+1.6% +0.9%1d -13.9%7d SOLS+1.3% -1.1%1d -3.4%7d 6315.T+1.2% +2.2%1d -18.3%7d 3665.TW+1.0% 0.0%1d -14.6%7d CMI+0.7% -0.3%1d +1.5%7d Q+0.4% -3.5%1d -8.9%7d FCX+0.4% -0.7%1d -5.6%7d 6506.T+0.4% +2.4%1d -8.5%7d BAM+0.3% -1.4%1d -1.2%7d FORM+0.2% -7.3%1d -24.8%7d NVDA+0.1% -1.4%1d -6.6%7d D+0.1% +1.1%1d +3.1%7d CLFE-0.3% -0.3%1d -6.6%7d SHECY-0.3% -2.8%1d -3.6%7d CSCO-0.3% -2.2%1d -9.3%7d LPK.DE-0.4% -0.8%1d -15.5%7d GEV-0.4% -0.6%1d -8.3%7d 5347.KL-0.5% +0.1%1d +0.9%7d MRVL-0.8% -5.6%1d -17.2%7d TSLA-0.9% -2.1%1d -7.3%7d KLAC-1.0% -5.0%1d -15.3%7d 6471.T-1.0% +2.4%1d -2.3%7d KLIC-1.2% -5.3%1d -14.5%7d PLAB-1.2% -3.5%1d -7.1%7d TSM-1.2% -2.3%1d -9.0%7d ECG-1.5% -1.8%1d -10.4%7d AMAT-1.5% -4.8%1d -19.3%7d ENR.DE-1.6% +2.0%1d -7.1%7d ETN-1.6% -2.8%1d -8.9%7d AMBA-1.7% -2.6%1d -8.5%7d 6141.T-1.8% +2.9%1d -0.3%7d WOLF-1.9% -10.4%1d -24.1%7d LRCX-2.0% -4.9%1d -17.2%7d CLFD-2.1% -1.7%1d -13.3%7d CIEN-2.3% -6.7%1d -26.0%7d 322310.KS-2.4% +5.8%1d -26.4%7d XMTR-2.4% -8.7%1d -18.1%7d EME-2.4% -1.5%1d -8.6%7d DLR-2.8% +0.9%1d -1.6%7d EQIX-3.0% -1.0%1d -3.9%7d NOVT-3.0% -4.5%1d -8.8%7d AVGO-3.2% -4.5%1d -9.1%7d TSEM-3.3% -6.8%1d -14.5%7d 300124.SZ-3.4% +0.6%1d -1.8%7d IQE.L-3.5% +0.9%1d -20.3%7d AIXA.DE-3.7% +6.2%1d -9.7%7d TKR-3.7% -0.6%1d -3.2%7d NVT-3.8% -2.5%1d -15.2%7d ABBNY-3.8% -1.8%1d -5.2%7d SMTOY-3.9% -7.3%1d -14.7%7d 2308.TW-4.4% +0.3%1d -16.8%7d TER-4.7% -5.3%1d -19.3%7d IFX.DE-4.8% -0.1%1d -11.0%7d 4979.TWO-4.9% -4.1%1d -8.0%7d 601689.SS-5.1% +4.9%1d -7.5%7d MU-5.2% -5.6%1d -14.6%7d STM-5.6% -2.6%1d -12.8%7d WAF.DE-5.7% +1.1%1d -16.8%7d BWXT-5.9% -0.1%1d -4.7%7d 2049.TW-6.2% 0.0%1d -6.5%7d CLS-6.2% -3.6%1d -16.1%7d JBL-6.4% -3.1%1d -9.2%7d NKT.CO-6.4% 0.0%1d -1.1%7d 002472.SZ-6.5% +1.3%1d -11.5%7d 002050.SZ-6.5% +2.9%1d -6.4%7d CAMT-6.6% -1.4%1d -15.3%7d 5803.T-6.6% -0.8%1d -16.8%7d ARM-6.6% -6.9%1d -14.4%7d CAT-6.6% -0.7%1d -8.7%7d QCOM-6.9% -3.5%1d -1.9%7d 603728.SS-6.9% +0.5%1d -10.7%7d POWL-7.1% -3.3%1d -14.0%7d NEX.PA-7.3% -0.4%1d -2.0%7d FN-7.4% -5.6%1d -25.3%7d 8358.TWO-7.5% +2.3%1d -11.8%7d AMSC-7.7% -4.5%1d -15.9%7d SOI.PA-7.8% -1.0%1d -19.6%7d 6830.TW-8.0% -0.3%1d -8.2%7d GLW-8.4% -4.6%1d -15.8%7d MKSI-8.7% -6.0%1d -18.8%7d FPS-9.1% -2.1%1d -20.9%7d 3436.T-9.2% +1.9%1d -21.1%7d 6981.T-9.2% +2.2%1d -13.4%7d FIX-9.3% -2.9%1d -16.1%7d SU.PA-9.3% -1.8%1d -4.9%7d ONTO-9.4% -4.8%1d -25.1%7d AMKR-9.6% -5.1%1d -14.9%7d FSLR-9.7% -3.5%1d -2.9%7d NOK-9.9% -4.5%1d -11.8%7d SYM-10.1% -2.5%1d -9.1%7d CGNX-10.2% -3.0%1d -14.2%7d 6324.T-10.2% +3.7%1d -14.0%7d CCJ-10.3% -2.0%1d -7.4%7d LITE-10.4% -5.2%1d -25.3%7d ANET-10.4% -4.6%1d -18.3%7d ORCL-10.4% -4.6%1d -9.3%7d PRY.MI-10.5% -0.4%1d -11.2%7d 300748.SZ-10.6% +1.2%1d -5.9%7d XPEV-10.7% -4.2%1d -6.8%7d INTC-11.1% -5.8%1d -14.2%7d NEO.TO-11.2% -3.0%1d -5.2%7d ALOY-11.3% +8.2%1d -1.2%7d ILU.AX-11.8% +5.3%1d -6.0%7d CW-11.9% +0.2%1d -2.0%7d AOSL-11.9% -6.8%1d -22.0%7d UMC-12.0% -5.3%1d -13.7%7d STRL-12.1% -4.9%1d -17.3%7d AGX-12.2% -5.9%1d -12.0%7d LASR-12.7% -5.1%1d -12.5%7d 6451.TW-13.5% +1.0%1d -13.4%7d VRT-13.8% -3.9%1d -15.0%7d 005380.KS-13.8% +5.6%1d -3.9%7d LBRT-13.8% -0.6%1d -12.6%7d ENPH-13.9% -0.7%1d -6.7%7d 009150.KS-14.0% +2.1%1d -23.2%7d SMCI-14.2% -9.9%1d -24.4%7d SNDK-14.5% -6.8%1d -17.9%7d ENVX-14.7% -7.1%1d +1.2%7d 005930.KS-15.0% +2.6%1d -17.8%7d SHA0.DE-15.0% +1.4%1d -0.8%7d BESIY-15.1% -6.7%1d -14.1%7d 2GB.DE-15.2% +1.2%1d -18.1%7d MTZ-15.3% -0.3%1d -10.2%7d FCEL-16.1% -7.7%1d -27.9%7d FLEX-16.2% -8.2%1d -24.5%7d OUST-16.4% -9.3%1d -28.8%7d SIVE.ST-16.4% +0.2%1d -20.4%7d 9880.HK-16.6% +3.0%1d -10.0%7d 1888.HK-16.9% +3.1%1d -19.4%7d LEU-17.3% -9.5%1d -19.3%7d TTMI-17.6% -7.4%1d -22.4%7d 688017.SS-17.8% +1.2%1d -10.2%7d MOD-17.8% -3.3%1d -18.0%7d MP-18.0% -3.5%1d -12.9%7d BE-18.0% -6.3%1d -21.1%7d 688825.SS-18.3% +3.3%1d -11.7%7d SMTC-18.4% -5.2%1d -27.0%7d STX-18.4% -7.5%1d -18.4%7d COHR-19.7% -7.1%1d -25.5%7d LYSDY-19.9% -0.5%1d -12.6%7d AXTI-19.9% -11.1%1d -24.8%7d WDC-20.4% -6.9%1d -16.4%7d NVTS-20.4% -9.6%1d -22.6%7d NBIS-21.0% -12.2%1d -25.1%7d OKLO-21.5% -6.8%1d -19.4%7d AAOI-21.9% -9.8%1d -31.1%7d SKHY-21.9% -6.6%1d -19.3%7d 3363.TWO-22.4% +2.1%1d -20.4%7d IPWR-23.4% -7.2%1d -17.4%7d KULR-24.1% -7.0%1d -29.7%7d KOPN-24.2% -13.7%1d -26.2%7d FTCI-24.4% -3.0%1d -16.6%7d AIRJ-24.5% -3.8%1d -14.7%7d HUT-24.6% -11.0%1d -19.6%7d 006260.KS-24.9% +2.7%1d -14.8%7d HSAI-25.5% -7.0%1d -22.4%7d CRWV-26.4% -11.9%1d -25.2%7d POET-26.6% -9.7%1d -22.1%7d AEHR-28.1% -12.4%1d -28.4%7d TMC-28.9% -3.4%1d -23.2%7d 3308.HK-29.2% +2.7%1d -17.4%7d SMR-29.8% -5.2%1d -19.0%7d ASPI-32.1% -3.2%1d -19.3%7d FRMI-33.8% -7.1%1d -7.9%7d FLNC-35.9% -9.8%1d -21.9%7d TE-35.9% -10.6%1d -22.7%7d IREN-36.7% -11.2%1d -23.3%7d 3952.HK-36.7% +5.8%1d -27.1%7d NJDCY-37.4% -5.5%1d -5.5%7d HGRAF-47.5% -14.2%1d -24.2%7d TRT-51.2% -4.8%1d -13.2%7d EOSE-53.8% -15.7%1d -27.8%7d
@mag7
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MSFT+7.9% -1.9%1d -1.1%7d META+5.3% -3.7%1d -1.3%7d AAPL+3.3% +0.4%1d +2.0%7d MAGS+2.5% -2.0%1d -3.4%7d AMZN+1.6% -1.9%1d -4.7%7d NVDA+0.1% -1.4%1d -6.6%7d GOOGL-0.7% -2.5%1d -3.1%7d TSLA-0.9% -2.1%1d -7.3%7d
@focus
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SHOP+30.4% -4.8%1d -0.8%7d ILMN+14.7% -2.0%1d -5.6%7d MSFT+7.9% -1.9%1d -1.1%7d AAPL+3.3% +0.4%1d +2.0%7d AMZN+1.6% -1.9%1d -4.7%7d NVDA+0.1% -1.4%1d -6.6%7d GOOGL-0.7% -2.5%1d -3.1%7d TSLA-0.9% -2.1%1d -7.3%7d MU-5.2% -5.6%1d -14.6%7d ARM-6.6% -6.9%1d -14.4%7d NFLXE-7.7% -2.9%1d +0.3%7d HQ-7.9% -10.4%1d -23.4%7d NTR-8.3% +2.4%1d +5.6%7d NET-8.7% -6.3%1d -17.9%7d SNDK-14.5% -6.8%1d -17.9%7d IONQ-15.1% -8.9%1d -21.6%7d PL-15.4% -6.7%1d -21.1%7d OUST-16.4% -9.3%1d -28.8%7d ARGX-16.8% -3.2%1d -0.7%7d LAES-18.3% -7.3%1d -15.2%7d RGTI-20.2% -6.6%1d -15.9%7d QUBT-20.5% -7.0%1d -14.5%7d ARQQ-26.3% -11.8%1d -18.6%7d QBTS-27.6% -8.1%1d -19.1%7d INFQ-33.4% -9.8%1d -22.6%7d XNDU-59.5% -9.0%1d -22.1%7d
@tech-insider-buys
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VEEV+17.2% -0.8%1d +4.8%7d TEAM+9.2% -4.3%1d +0.5%7d ZS+8.3% -5.9%1d -11.3%7d MSFT+7.9% -1.9%1d -1.1%7d ESTC+7.9% -5.7%1d -6.6%7d DDOG+7.1% -7.2%1d -15.7%7d PLTR+6.7% -7.2%1d -11.0%7d META+5.3% -3.7%1d -1.3%7d CRDO+5.1% -4.9%1d -21.6%7d CEG+4.6% -1.3%1d -9.0%7d AAPL+3.3% +0.4%1d +2.0%7d AMD+3.2% -6.0%1d -13.1%7d ASML+2.5% -1.0%1d -7.8%7d INTU+2.2% -1.5%1d +7.4%7d ASAN+2.2% -5.4%1d -2.1%7d AMZN+1.6% -1.9%1d -4.7%7d WDAY+1.6% -3.0%1d +2.3%7d NOW+1.5% -4.4%1d +0.8%7d NVDA+0.1% -1.4%1d -6.6%7d OKTA-0.5% -10.2%1d -19.3%7d GOOGL-0.7% -2.5%1d -3.1%7d MRVL-0.8% -5.6%1d -17.2%7d TSLA-0.9% -2.1%1d -7.3%7d TSM-1.2% -2.3%1d -9.0%7d FTNT-1.5% -7.0%1d -13.2%7d ADBE-2.1% -2.6%1d +1.2%7d HUBS-2.3% -3.3%1d +1.2%7d AVGO-3.2% -4.5%1d -9.1%7d CRM-3.9% -2.5%1d +5.0%7d CRSP-5.7% -4.4%1d -7.8%7d CRWD-5.8% -7.0%1d -17.3%7d ARM-6.6% -6.9%1d -14.4%7d QCOM-6.9% -3.5%1d -1.9%7d SNOW-7.3% -8.4%1d -16.8%7d NET-8.7% -6.3%1d -17.9%7d PANW-9.0% -7.6%1d -18.3%7d MDB-10.3% -7.9%1d -12.5%7d ANET-10.4% -4.6%1d -18.3%7d INTC-11.1% -5.8%1d -14.2%7d SMCI-14.2% -9.9%1d -24.4%7d IONQ-15.1% -8.9%1d -21.6%7d BE-18.0% -6.3%1d -21.1%7d
@bargain-bin
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ISRGE+11.6% -0.3%1d +0.7%7d COST+10.7% +1.1%1d +4.5%7d WMT+10.5% +0.8%1d +6.7%7d ZS+8.3% -5.9%1d -11.3%7d MSFT+7.9% -1.9%1d -1.1%7d CME+7.9% +1.5%1d +4.7%7d PLTR+6.7% -7.2%1d -11.0%7d TMO+6.4% -0.9%1d +4.9%7d SPGI+5.6% +1.1%1d +5.3%7d META+5.3% -3.7%1d -1.3%7d SAP+5.2% -0.3%1d +4.4%7d CEG+4.6% -1.3%1d -9.0%7d NKE+3.8% 0.0%1d +7.0%7d DIS+3.4% -0.1%1d +2.4%7d AMD+3.2% -6.0%1d -13.1%7d ASML+2.5% -1.0%1d -7.8%7d DPZ+2.4% +1.8%1d -0.2%7d HD+2.4% +0.5%1d +6.5%7d INTU+2.2% -1.5%1d +7.4%7d HON+1.8% +0.4%1d +1.8%7d LOW+1.7% +0.8%1d +6.1%7d AMZN+1.6% -1.9%1d -4.7%7d WDAY+1.6% -3.0%1d +2.3%7d NOW+1.5% -4.4%1d +0.8%7d LULU+1.2% -2.0%1d +2.8%7d NVDA+0.1% -1.4%1d -6.6%7d GOOGL-0.7% -2.5%1d -3.1%7d MRVL-0.8% -5.6%1d -17.2%7d UBER-0.9% -1.3%1d -1.6%7d TSLA-0.9% -2.1%1d -7.3%7d KLAC-1.0% -5.0%1d -15.3%7d LRCX-2.0% -4.9%1d -17.2%7d ADBE-2.1% -2.6%1d +1.2%7d PEP-2.1% +2.4%1d +4.4%7d MCD-2.3% +0.2%1d +3.3%7d AVGO-3.2% -4.5%1d -9.1%7d CRM-3.9% -2.5%1d +5.0%7d DE-4.1% -1.4%1d +3.4%7d BKNG-4.6% -1.4%1d +1.9%7d CAT-6.6% -0.7%1d -8.7%7d QCOM-6.9% -3.5%1d -1.9%7d NFLXE-7.7% -2.9%1d +0.3%7d ANET-10.4% -4.6%1d -18.3%7d ORCL-10.4% -4.6%1d -9.3%7d TTD-15.6% -6.8%1d +1.2%7d
@insider-universe
View watchlist →
MRNA+49.7% -7.8%1d -3.1%7d SHOP+30.4% -4.8%1d -0.8%7d PINS+17.5% -3.5%1d +2.4%7d ISRGE+11.6% -0.3%1d +0.7%7d LLY+10.5% +0.4%1d +6.6%7d ZS+8.3% -5.9%1d -11.3%7d MSFT+7.9% -1.9%1d -1.1%7d ESTC+7.9% -5.7%1d -6.6%7d DDOG+7.1% -7.2%1d -15.7%7d PLTR+6.7% -7.2%1d -11.0%7d TMO+6.4% -0.9%1d +4.9%7d META+5.3% -3.7%1d -1.3%7d UI+5.3% -2.8%1d -8.6%7d COIN+5.3% -5.8%1d -3.5%7d CEG+4.6% -1.3%1d -9.0%7d RBLX+4.5% -3.1%1d +3.0%7d ABNB+3.7% -0.3%1d +4.7%7d AFRM+3.4% -2.5%1d -8.3%7d AAPL+3.3% +0.4%1d +2.0%7d AMD+3.2% -6.0%1d -13.1%7d ASML+2.5% -1.0%1d -7.8%7d ZM+2.5% -4.4%1d -3.6%7d TWLO+2.3% -10.6%1d -15.6%7d ASAN+2.2% -5.4%1d -2.1%7d AMZN+1.6% -1.9%1d -4.7%7d NOW+1.5% -4.4%1d +0.8%7d HIMS+0.3% -4.5%1d -9.2%7d NVDA+0.1% -1.4%1d -6.6%7d NTLA-0.6% +0.7%1d -12.6%7d GOOGL-0.7% -2.5%1d -3.1%7d MRVL-0.8% -5.6%1d -17.2%7d UBER-0.9% -1.3%1d -1.6%7d TSLA-0.9% -2.1%1d -7.3%7d TSM-1.2% -2.3%1d -9.0%7d FTNT-1.5% -7.0%1d -13.2%7d VRTX-2.6% -1.8%1d -2.0%7d AVGO-3.2% -4.5%1d -9.1%7d CRM-3.9% -2.5%1d +5.0%7d U-4.1% -6.8%1d -13.8%7d FSLY-4.5% -10.4%1d -23.3%7d IBKR-4.7% -3.9%1d -5.9%7d CRSP-5.7% -4.4%1d -7.8%7d CRWD-5.8% -7.0%1d -17.3%7d ARM-6.6% -6.9%1d -14.4%7d QCOM-6.9% -3.5%1d -1.9%7d SNOW-7.3% -8.4%1d -16.8%7d NFLXE-7.7% -2.9%1d +0.3%7d BNTX-8.5% -2.8%1d -9.5%7d NET-8.7% -6.3%1d -17.9%7d PANW-9.0% -7.6%1d -18.3%7d FSLR-9.7% -3.5%1d -2.9%7d MDB-10.3% -7.9%1d -12.5%7d INTC-11.1% -5.8%1d -14.2%7d SOFI-13.6% -3.6%1d -7.9%7d ENPH-13.9% -0.7%1d -6.7%7d AKAM-16.0% -4.9%1d -17.9%7d BE-18.0% -6.3%1d -21.1%7d DOCN-20.3% -9.8%1d -26.8%7d EOSE-53.8% -15.7%1d -27.8%7d
@ai-scan
View watchlist →
VEEV+17.2% -0.8%1d +4.8%7d ISRGE+11.6% -0.3%1d +0.7%7d VST+8.3% -1.4%1d -5.9%7d ZS+8.3% -5.9%1d -11.3%7d MSFT+7.9% -1.9%1d -1.1%7d TAC+7.5% +1.5%1d -2.1%7d AI+7.2% -6.9%1d -1.8%7d DDOG+7.1% -7.2%1d -15.7%7d PLTR+6.7% -7.2%1d -11.0%7d META+5.3% -3.7%1d -1.3%7d CEG+4.6% -1.3%1d -9.0%7d AMD+3.2% -6.0%1d -13.1%7d ASML+2.5% -1.0%1d -7.8%7d AMZN+1.6% -1.9%1d -4.7%7d WDAY+1.6% -3.0%1d +2.3%7d NOW+1.5% -4.4%1d +0.8%7d NVDA+0.1% -1.4%1d -6.6%7d CSCO-0.3% -2.2%1d -9.3%7d GOOGL-0.7% -2.5%1d -3.1%7d NEE-0.7% +1.1%1d +3.1%7d MRVL-0.8% -5.6%1d -17.2%7d TSLA-0.9% -2.1%1d -7.3%7d SMH-1.1% -3.4%1d -10.5%7d TSM-1.2% -2.3%1d -9.0%7d FTNT-1.5% -7.0%1d -13.2%7d AIQ-1.6% -3.2%1d -6.9%7d ADBE-2.1% -2.6%1d +1.2%7d DLR-2.8% +0.9%1d -1.6%7d ROBO-2.9% -2.6%1d -7.3%7d EQIX-3.0% -1.0%1d -3.9%7d AVGO-3.2% -4.5%1d -9.1%7d CRM-3.9% -2.5%1d +5.0%7d BOTZ-4.9% -2.1%1d -6.9%7d MU-5.2% -5.6%1d -14.6%7d PATH-5.7% -6.3%1d -4.7%7d CRWD-5.8% -7.0%1d -17.3%7d ARM-6.6% -6.9%1d -14.4%7d QCOM-6.9% -3.5%1d -1.9%7d SNOW-7.3% -8.4%1d -16.8%7d TEM-7.5% -9.0%1d -8.8%7d NET-8.7% -6.3%1d -17.9%7d PANW-9.0% -7.6%1d -18.3%7d T-9.4% -0.3%1d +5.7%7d SEDG-9.6% -0.2%1d -2.6%7d SKM-9.6% -2.6%1d -6.7%7d BCE-9.6% +0.7%1d +8.3%7d FSLR-9.7% -3.5%1d -2.9%7d TMUS-9.7% +1.3%1d +7.1%7d VZ-10.0% +0.9%1d +7.5%7d MDB-10.3% -7.9%1d -12.5%7d LITE-10.4% -5.2%1d -25.3%7d ANET-10.4% -4.6%1d -18.3%7d INTC-11.1% -5.8%1d -14.2%7d RUN-11.7% -4.5%1d -4.5%7d ENPH-13.9% -0.7%1d -6.7%7d SMCI-14.2% -9.9%1d -24.4%7d IONQ-15.1% -8.9%1d -21.6%7d BE-18.0% -6.3%1d -21.1%7d STX-18.4% -7.5%1d -18.4%7d COHR-19.7% -7.1%1d -25.5%7d RGTI-20.2% -6.6%1d -15.9%7d WDC-20.4% -6.9%1d -16.4%7d SOUN-20.4% -3.5%1d -12.4%7d BBAI-20.9% -7.3%1d -9.6%7d NBIS-21.0% -12.2%1d -25.1%7d OKLO-21.5% -6.8%1d -19.4%7d SKHY-21.9% -6.6%1d -19.3%7d QBTS-27.6% -8.1%1d -19.1%7d SMR-29.8% -5.2%1d -19.0%7d EOSE-53.8% -15.7%1d -27.8%7d

Exit advisories

4 advisories · as of

NVDA perspective-fading +1.4%

All originating theses fading — Risk-On Tech Rotation — Concentrated Mega-Cap + AI Supercycle (closed); SpaceX IPO Liquidity Event — $40-80B Drained from Markets, June 12 2026 (closed); Physical AI / Robotics — Arms-Dealers Over Moonshots (the Embodied-AI Rotation) (closed); AI Mega-IPO Liquidity Regime — Index Plumbing, Lockups, and the Issuance Bell (closed). Review whether to hold. (Original P&L verdict: No exit rules triggered. P&L: +1.4%, RSI 37.5, weak-down.) · current $214.13 · entry $211.14 · RSI 37.5 · 139d held · bench-signals

TRIM

NVDA perspective-fading +1.4%

All originating theses fading — Risk-On Tech Rotation — Concentrated Mega-Cap + AI Supercycle (closed); SpaceX IPO Liquidity Event — $40-80B Drained from Markets, June 12 2026 (closed); Physical AI / Robotics — Arms-Dealers Over Moonshots (the Embodied-AI Rotation) (closed); AI Mega-IPO Liquidity Regime — Index Plumbing, Lockups, and the Issuance Bell (closed). Review whether to hold. (Original P&L verdict: No exit rules triggered. P&L: +1.4%, RSI 37.5, weak-down.) · current $214.13 · entry $211.14 · RSI 37.5 · 139d held · yolo

TRIM

NVDA perspective-fading +2.3%

All originating theses fading — Risk-On Tech Rotation — Concentrated Mega-Cap + AI Supercycle (closed); SpaceX IPO Liquidity Event — $40-80B Drained from Markets, June 12 2026 (closed); Physical AI / Robotics — Arms-Dealers Over Moonshots (the Embodied-AI Rotation) (closed); AI Mega-IPO Liquidity Regime — Index Plumbing, Lockups, and the Issuance Bell (closed). Review whether to hold. (Original P&L verdict: No exit rules triggered. P&L: +2.3%, RSI 37.5, weak-down.) · current $214.13 · entry $209.26 · RSI 37.5 · 139d held · claude-trader

TRIM

NVDA perspective-fading +2.7%

All originating theses fading — Risk-On Tech Rotation — Concentrated Mega-Cap + AI Supercycle (closed); SpaceX IPO Liquidity Event — $40-80B Drained from Markets, June 12 2026 (closed); Physical AI / Robotics — Arms-Dealers Over Moonshots (the Embodied-AI Rotation) (closed); AI Mega-IPO Liquidity Regime — Index Plumbing, Lockups, and the Issuance Bell (closed). Review whether to hold. (Original P&L verdict: No exit rules triggered. P&L: +2.7%, RSI 37.5, weak-down.) · current $214.13 · entry $208.42 · RSI 37.5 · 85d held · conviction

TRIM

Desk commentary

Authored analysis and challenge notes tied to NVDA.

3

Next earnings NVDA reports in 31 days Nov 17

Last report Aug 26

NVIDIA reported the second quarter of fiscal 2027 after the close on August 26, 2026, filing a Form 10-Q and a Form 8-K the same day.

full note →

Against street estimates

How NVDA's reported EPS compared with analyst consensus. Street estimates are single-source vendor consensus (yfinance). Actuals are vendor consensus-basis EPS (often non-GAAP); edgarEps is GAAP diluted from filings — disputed flags large disagreement only. EPS only.

8 most recent of 11 quarters · newest report Aug 26 · projection Oct 16

Result
Aug 26 2.092.22+6.2%Beat
May 20 1.771.87+5.5%Beat
Feb 25 1.541.62+5.3%Beat
Nov 19 '25 1.261.30+3.5%Beat
Aug 27 '25 1.011.05+4.1%Beat
May 28 '25 0.750.81+8.0%Beat
Feb 26 '25 0.850.89+5.3%Beat
Nov 20 '24 0.750.81+8.5%Beat

Against its own guidance

How NVDA printed versus the numbers it guided to — company guidance vs reported actuals (8-K parsed); NOT analyst consensus. So "beat" here means beat its OWN guidance, not the street's. Streak counts revenue quarters only.

4 graded revenue quarters · 8 guidance lines below · 4 straight revenue quarters above its own guidance · newest filing Jul 26

Guided rangePrintedvs guidedResult
May 20 for Jul 26 Revenue$89.2B – $92.8B$96.2B+5.7%Above
May 20 for Jul 26 Gross margin73.9% – 75.9%75.0%+0.1 ptsIn range
Feb 25 for Apr 26 Revenue$76.4B – $79.6B$81.6B+4.6%Above
Feb 25 for Apr 26 Gross margin73.9% – 75.9%74.9%+0.0 ptsIn range
Nov 19 '25 for Jan 25 Revenue$63.7B – $66.3B$68.1B+4.8%Above
Nov 19 '25 for Jan 25 Gross margin73.8% – 75.8%75.0%+0.2 ptsIn range
Aug 27 '25 for Oct 26 '25 Revenue$52.9B – $55.1B$57.0B+5.6%Above
Aug 27 '25 for Oct 26 '25 Gross margin72.3% – 74.3%73.4%+0.1 ptsIn range

Recent news

Headlines about NVDA from the desk's news pull — links go to the publisher. Not a desk read: the market read above is the desk's own.

pulled 1 day ago · Oct 16

NVDA research tape

508 dated scans, research, and events, newest first — the full record. Desk commentary and scheduled prints sit in their own panes.

tweet Markos - Neocloud systemic risk is the B/C-tier wave borrowing against weak contracts, not t... tweet SemiAnalysis - Neoclouds refused GTC Berlin access after adding AMD GPUs and TPUs Quotes @SemiAnalysis_ scan Tech Insider-Buys Scan — 2026-10-16 scan NVDA Ecosystem Scan — October 16, 2026 scan Insider Activity Scan — 2026-10-16
Types
Oct 16 tweet Markos - Neocloud systemic risk is the B/C-tier wave borrowing against weak contracts, not the big names
NBISCRWVIRENNVDA#ai-capex-digestion
Oct 16 tweet SemiAnalysis - Neoclouds refused GTC Berlin access after adding AMD GPUs and TPUs
NVDAAMDGOOGL#ai-capex-digestion Quotes @SemiAnalysis_ ↗
Oct 16 Scan Tech Insider Buys Scan
ASANTSLACRSPAVGOAMDCRMADBEPLTR +4 more
Oct 16 Scan NVDA Ecosystem Scan
EOSEFSLRENPHNEESWKSAMKRINTCARM +4 more
Oct 16 Scan Insider Activity Scan
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Oct 16 Scan Bargain Bin Scan
MSFTGOOGLAMZNNVDAMETATSLACRMINTU +4 more
Oct 16 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Oct 16 Scan AI Infrastructure
AMZNNVDAASMLTACTSMPLTRMRVLARM +3 more
Oct 16 Scan Monster Scan
005930.KS009150.KS1888.HK2308.TW2383.TW2449.TW2802.T3037.TW +4 more
Oct 16 Update GOOGL — candidate.roundup
GOOGLMSFTNVDAAAPLMETA
Oct 16 Update PLTR — candidate.roundup
PLTRMRVLNVDATSMARMAMZN
Oct 15 Scan Monster Scan
005930.KS009150.KS1888.HK2308.TW2383.TW2449.TW2802.T3037.TW +4 more
Oct 14 Scan Monster Scan
005930.KS009150.KS1888.HK2308.TW2383.TW2449.TW2802.T3037.TW +4 more
Oct 13 Market Brief A Flat Index Over a Chip Rout, and Cipher's Zero-Coupon Haircut
AFRMAGMAI.PAALLYEAMBAFRMICIFRS +4 more
Oct 13 Scan Monster Scan
005930.KS009150.KS1888.HK2802.T4186.T5803.T6103.T6146.T +4 more
Oct 12 Market Brief AI's Suppliers Sold Twice While Its Buyers Rose
APHARQQAVAX-USDCASYCECOCHATFIGSCBRS +4 more
Oct 12 Scan Monster Scan
005930.KS006260.KS009150.KS1888.HK2308.TW2383.TW2449.TW2802.T +4 more
Oct 9 Scan Tech Insider Buys Scan
ASANTSLACRSPAVGOAMDCRMADBEPLTR +4 more
Oct 9 Scan NVDA Ecosystem Scan
EOSEFSLRENPHNEESWKSAMKRINTCARM +4 more
Oct 9 Scan Insider Activity Scan
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Oct 9 Scan Bargain Bin Scan
MSFTGOOGLAMZNNVDAMETATSLACRMINTU +4 more
Oct 9 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Oct 9 Scan AI Infrastructure
AMZNNVDAASMLTACTSMPLTRMRVLARM +3 more
Oct 9 Scan Monster Scan
005930.KS006260.KS009150.KS1888.HK2308.TW2383.TW2449.TW2802.T +4 more
Oct 9 Update GOOGL — candidate.roundup
GOOGLMSFTNVDAAAPLMETA
Oct 9 Update PLTR — candidate.roundup
PLTRMRVLNVDATSMARMAMZN
Oct 8 Scan Monster Scan
005930.KS006260.KS009150.KS1888.HK2308.TW2383.TW2449.TW2802.T +4 more
Oct 7 Market Brief The Index Barely Moved; Crypto, Neoclouds and Quantum Sold as One
ACGLAI.PAAIQALOYPAYCBULLPENGFCEL +4 more
Oct 7 Scan Monster Scan
005930.KS006260.KS009150.KS1888.HK2049.TW2308.TW2383.TW2449.TW +4 more
Oct 6 Scan Monster Scan
005930.KS006260.KS009150.KS1888.HK2049.TW2308.TW2383.TW2449.TW +4 more
Oct 5 Market Brief Megacaps Carry the Nasdaq to a Record While the Compute Landlords Sell
ADMAMCEAPAARGXAVAX-USDPCVXDNARXRX +4 more
Oct 5 Scan Monster Scan
005930.KS006260.KS009150.KS1888.HK2049.TW2308.TW2383.TW2449.TW +4 more
Oct 2 Scan Tech Insider Buys Scan
ASANTSLACRSPAVGOAMDCRMADBEPLTR +4 more
Oct 2 Scan NVDA Ecosystem Scan
NEEFSLREOSECEGENPHAVGOAMZNXOP +4 more
Oct 2 Scan Insider Activity Scan
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Oct 2 Scan Bargain Bin Scan
MSFTGOOGLAMZNNVDAMETATSLACRMINTU +4 more
Oct 2 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Oct 2 Scan AI Infrastructure
AMZNNVDAASMLTACTSMPLTRMRVLARM +3 more
Oct 2 Scan Monster Scan
005930.KS006260.KS009150.KS1888.HK2308.TW2383.TW2449.TW2802.T +4 more
Oct 2 Update GOOGL — candidate.roundup
GOOGLMSFTNVDAAAPLMETA
Oct 2 Update PLTR — candidate.roundup
PLTRMRVLNVDATSMARMAMZN
Oct 1 Scan Monster Scan
005930.KS006260.KS009150.KS1888.HK2308.TW2383.TW2449.TW2802.T +4 more
Sep 30 Market Brief Neoclouds Sell as One, Then Micron Says Memory Stays Short Through 2028
AKAMAPAAYABDRYBGBTDRMNDYLQDA +4 more
Sep 30 Scan Monster Scan
AAAMIAAOIAAPLABCLABNBABSIACMR +4 more
Sep 29 Market Brief Chip Tools Rally Together as Oil Slides and the Long Bond Hits a 2002 High
ACLSAGMALSNATRCAWKBAHIOVADNA +4 more
Sep 29 Scan Monster Scan
AAAMIAAOIABCLABSIACMRADIADM +4 more
Sep 28 Target NVDA entry-zone — $237-$245
NVDA
Sep 28 Deep Dive NVIDIA's $235 Billion Buyback Raises the Cash-Conversion Test
NVDA#ai-power-delivery#memory-supercycle
Sep 28 Deep Dive NVIDIA's $235 Billion Buyback Raises the Cash-Conversion Test
NVDA
Sep 28 Scan Monster Scan
AAAMIAAOIAAPLABCLABSIACMRADI +4 more
Sep 25 Scan AI Infrastructure Scan
AMZNNVDAASMLTACTSMPLTRMRVLARM +3 more
Sep 25 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Sep 25 Scan Tech Insider Buys Scan
ASANTSLACRSPAVGOAMDCRMADBEPLTR +4 more
Sep 25 Scan NVDA Ecosystem Scan
NVDAAMDINTCTSMAVGOMRVLARMQCOM +4 more
Sep 25 Scan Insider Activity Scan
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Sep 25 Scan Bargain Bin Scan
MSFTGOOGLAMZNNVDAMETATSLACRMINTU +4 more
Sep 25 Scan Monster Scan
AAAMIAAOIAAPLABCLABSIACMRADI +4 more
Sep 25 Update META — candidate.roundup
GOOGLMSFTNVDAAAPLMETA
Sep 25 Update ARM — candidate.roundup
PLTRMRVLNVDATSMARMAMZN
Sep 24 Scan Monster Scan
AAAMIAAOIAAPLABCLABSIACMRADI +4 more
Sep 23 Scan AI Infrastructure Scan
AMZNNVDAASMLTACTSMPLTRMRVLARM +3 more
Sep 23 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Sep 23 Scan NVDA Ecosystem Scan
NVDAAMDINTCTSMAVGOMRVLARMQCOM +4 more
Sep 23 pick Bloomberg — Nvidia is now among the most traded names in US credit default swaps as investors hedge its debt after June's billion bond sale
NVDA#ai-capex-digestion
Sep 23 Scan Tech Insider Buys Scan
ASANTSLACRSPAVGOAMDCRMADBEPLTR +4 more
Sep 23 Scan Monster Scan
AAAMIAAOIAAPLABCLABSIACMRADI +4 more
Sep 23 Update META — candidate.roundup
GOOGLMSFTNVDAAAPLMETA
Sep 23 Scan Insider Activity Scan
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Sep 23 Scan Bargain Bin Scan
MSFTGOOGLAMZNNVDAMETATSLACRMINTU +4 more
Sep 23 Update ARM — candidate.roundup
PLTRMRVLNVDATSMARMAMZN
Sep 22 pick Endpoints — Nvidia-backed AI biotech Iambic Therapeutics files for IPO
NVDAXBI#biotech-capital-cycle
Sep 22 Scan Monster Scan
AAAMIAAOIAAPLABCLABSIACMRADI +4 more
Sep 21 Article CNBC: CPU stocks rally on agentic demand as oil drops on Iran-talks hopes — article
INTCAMDARMQCOMMETANVDAAVGO
Sep 21 pick SemiAnalysis — how mixture-of-experts models map onto inference hardware
NVDAMUALAB#memory-supercycle
Sep 21 Scan Monster Scan
AAMIAAOIAAPLABCLABNBABSIACMRADI +4 more
Sep 18 Scan AI Infrastructure Scan
AMZNNVDAASMLTACTSMPLTRMRVLARM +3 more
Sep 18 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Sep 18 Scan NVDA Ecosystem Scan
NVDAAMDINTCTSMAVGOMRVLARMQCOM +4 more
Sep 18 Scan Tech Insider Buys Scan
ASANTSLACRSPAVGOAMDCRMADBEPLTR +4 more
Sep 18 Scan Monster Scan
AAMIAAOIAAPLABCLABNBABSIACMRADI +4 more
Sep 18 Update GOOGL — candidate.roundup
GOOGLMSFTNVDAAAPLMETA
Sep 18 Scan Insider Activity Scan
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Sep 18 Scan Bargain Bin Scan
MSFTGOOGLAMZNNVDAMETATSLACRMINTU +4 more
Sep 18 Update MRVL — candidate.roundup
PLTRMRVLNVDATSMARMAMZN
Sep 17 Scan Monster Scan
AAMIAAOIAAPLABCLABNBABSIACHCACMR +4 more
Sep 16 tweet SemiAnalysis — Rubin NVL72 benches at 7x the performance per watt of GB300, not the 3x claimed
NVDA#ai-power-bottleneck
Sep 16 tweet Serenity — Foxconn's interconnect chairman names CW lasers and fiber the photonics bottleneck
LITECOHRAAOIGLWMTSINVDA#optical-supercycle Quotes @aleabitoreddit ↗
Sep 16 tweet Paradis — Nebius raises rates on four-year-old H100s, and the GPU-depreciation bear case with them
NBISCRWVNVDA#ai-capex-digestion Quotes @ParadisLabs ↗
Sep 16 Scan Monster Scan
AAMIAAOIAAPLABCLABNBABSIACMRADI +4 more
Sep 15 Scan Monster Scan
AAOIAAPLABCLABNBABSIACMRADIADM +4 more
Sep 14 Scan Monster Scan
AAMIAAOIAAPLABCLABNBABSIACMRADI +4 more
Sep 11 Scan NVDA Ecosystem Scan
NVDAAMDINTCTSMAVGOMRVLARMQCOM +4 more
Sep 11 Scan AI Infrastructure Scan
AMZNNVDAASMLTACTSMPLTRMRVLARM +4 more
Sep 11 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Sep 11 Scan Monster Scan
AAMIAAOIAAPLABCLABNBABSIACMRADI +4 more
Sep 11 Update GOOGL — candidate.roundup
GOOGLMSFTNVDAAAPL
Sep 11 Update PLTR — candidate.roundup
PLTRMRVLNVDATSMARMAMZN
Sep 10 Catalyst NVDA dividend
NVDA
Sep 10 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAPLABBNY +4 more
Sep 8 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABCL +4 more
Sep 6 Market Brief Micron Leads the Tuesday Entry Map
AMGNARKWAVALBANB.SWBDXBMYLULUPATH +4 more
Sep 6 Article Micron Is Buyable on a Held Breakout; Most of the Rebound Still Waits
MUNBISIRENSNDKGEVCEGTSMSOXX +4 more
Sep 5 Article The Names With the Best Structure Have the Worst Entries
LRCXAMATGLWWDCMRVLCOHRVRTGOOGL +4 more
Sep 4 Scan NVDA Ecosystem Scan
NVDAAMDINTCTSMAVGOMRVLARMQCOM +4 more
Sep 4 Scan AI Infrastructure Scan
AMZNNVDAASMLTACTSMPLTRMRVLARM +4 more
Sep 4 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Sep 4 Scan Tech Insider Buys Scan — Three Confirmed Beats Sell Off Anyway (CRDO, MDB, PANW), CRDO's Chart Cracks Below Its 200 Day On A Margin Scare, SMCI's One Year Deficit Nearly Closes, MSFT's One Year Return Flips Back Negative, ESTC Resolves From Unconfirmed To A Confirmed Beat And Cools Hard Anyway
ASANTSLACRSPAVGOAMDCRMADBEPLTR +4 more
Sep 4 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABCL +4 more
Sep 4 Update GOOGL — candidate.roundup
GOOGLMSFTNVDAAAPL
Sep 4 Scan Insider Activity Scan — Buying Table Frozen For A Fourth Straight Cycle Except A Small TSM Uptick, Zero Golden Signals For A Fifth Cycle, ASAN's Frozen Buying Sits Behind A Same Day Earnings Reaction Drop, BE's Reversal Extends Into A Massive Run, MRNA Keeps Climbing On A Partial But Incomplete Sourced Driver
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Sep 4 Scan Bargain Bin Scan — Second Straight Zero Strict Hit Cycle As LULU Cracks Toward The Line On A Real Earnings Adjacent Drop, AVGO's 200 Day Test Resolves Down While QCOM's Resolves Up, MCD And HON Both Slide Toward Oversold, COST's One Year Return Flips Negative
MSFTGOOGLAMZNNVDAMETATSLACRMINTU +4 more
Sep 4 Update PLTR — candidate.roundup
PLTRMRVLNVDATSMARMAMZN
Sep 3 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAPLABBNY +4 more
Sep 2 Market Brief Three Beats, Three Selloffs, and a Hike Nobody Hedged
AMBAANFAPLEATEYYATIAVTDELLCRDO +4 more
Sep 2 tweet Serenity - Nvidia told JPMorgan its demand could run 100%+ y/y unconstrained
NVDA
Sep 2 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAPLABBNY +4 more
Sep 1 tweet HBM shortage reportedly forces a Rubin Ultra spec cut — the memory trade has a bearish edge
NVDAMUSNDK#memory-supercycle
Sep 1 Market Brief Neoclouds Break as One, Gold Breaks With Them
ACLSAIQAMLXARWATRCAUNGLNMM +4 more
Sep 1 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAPLABBNY +4 more
Aug 31 Market Brief Memory Runs, Cyber Breaks Out, Oil Taxes the Tape
ASBLKBLMNBRZEBUGCALMBOXDT +4 more
Aug 31 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAPLABBNY +4 more
Aug 28 Article The Layers That Feed AI Compute All Trade Below Their Averages. Compute Doesn't.
NVDAMUSTXMRVLAMKRCAMTMKSIACLS#ai-power-delivery#ai-power-bottleneck +4 more
Aug 28 Market Brief Beats Nobody Paid For
AEMANFAVDVAVUVBFLYCAMTKAROELPG +4 more
Aug 28 Scan NVDA Ecosystem Scan
NVDAAMDINTCTSMAVGOMRVLARMQCOM +4 more
Aug 28 Scan AI Infrastructure Scan
AMZNNVDAASMLTACTSMPLTRMRVLARM +4 more
Aug 28 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Aug 28 Scan Tech Insider Buys
ASANTSLACRSPAVGOAMDCRMADBEPLTR +4 more
Aug 28 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAPLABBNY +4 more
Aug 28 Update GOOGL — candidate.roundup
AAPLGOOGLNVDAMSFT
Aug 28 Scan Insider Scan
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Aug 28 Scan Bargain Bin
MSFTGOOGLAMZNNVDAMETATSLACRMINTU +4 more
Aug 28 Update PLTR — candidate.roundup
NVDAAMZNTSMMRVLARMPLTR
Aug 27 Market Brief A Risk-On Turn, Confirmed Three Ways
ABCLANETAPHARKKBESIYBHPNVDACRM +4 more
Aug 27 Market Signal Risk on Turn Wires Fire Together
NVDANBISPANWSPY#midterm-window
Aug 27 The Prints The Prints
NVDACRMANFADYPLABLI
Aug 27 Article Congress Trade Tracker — Who Actually Beats the Index
NVDAGOOGLAMZNAAPLAVGOINTCVSTBE +4 more
Aug 27 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAPLABBNY +4 more
Aug 26 Article The AI Buildout Is Paying the Ecosystem, Not NVIDIA
NVDATELMUSNDKWDCSTXAPHETN#memory-supercycle#ai-power-delivery +4 more
Aug 26 Market Signal The AI Money Went Into the Ecosystem, Not Into Nvidia
NVDAMUSNDKWDCSTXSKHYCRWVNBIS#memory-supercycle#ai-power-delivery +4 more
Aug 26 Earnings-call-transcript NVDA Q2 FY2027 earnings call — earnings-call-transcript
NVDA
Aug 26 Deep Dive NVIDIA Guaranteed $108.5 Billion of Its Customers' Rent, and Six Months Ago Its 10-K Said It Had Guaranteed Nothing
NVDA#ai-power-delivery#memory-supercycle
Aug 26 Catalyst NVDA Q2 FY2027 earnings
NVDA
Aug 26 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAPLABBNY +4 more
Aug 25 Market Brief Biotech Goes Blue-Chip, Credit Slips Its Line
AGXAMRARKFBITXBKRBLMNPDDXPEV +4 more
Aug 25 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAPLABBNY +4 more
Aug 24 Market Brief The Long End Made Up Its Mind
ADA-USDAIRALGMALSNAUAVTRDACFRSH +4 more
Aug 24 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAPLABBNY +4 more
Aug 23 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAPLABBNY +4 more
Aug 22 Scan NVDA Ecosystem Scan
NVDAAMDINTCTSMAVGOMRVLARMQCOM +4 more
Aug 22 tweet IPO Newsroom — Anthropic bankers floated a $100B+ raise at a $2T valuation, per NYT (early discussions)
MSFTNVDA#ai-mega-ipo-liquidity-regime
Aug 22 Market Brief The Cooldown That Isn't a Breakdown
ADBEAEMAGAGROALNTANETHRBWMT +4 more
Aug 22 Scan AI Infrastructure Scan
AMZNNVDAASMLTACTSMPLTRMRVLARM +3 more
Aug 22 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Aug 22 Scan Tech Insider Buys
ASANTSLACRSPAVGOAMDCRMADBEPLTR +4 more
Aug 22 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAPLABBNY +4 more
Aug 22 Update GOOGL — candidate.roundup
AAPLGOOGLNVDAMSFT
Aug 22 Scan Insider Scan
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Aug 22 Scan Bargain Bin
MSFTGOOGLAMZNNVDAMETATSLACRMINTU +4 more
Aug 22 Update PLTR — candidate.roundup
NVDAAMZNTSMMRVLARMPLTR
Aug 21 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAPLABBNY +4 more
Aug 20 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAPLABBNY +4 more
Aug 18 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABCL +4 more
Aug 15 pick CME and Silicon Data will list GPU-rental futures on October 5
CMENVDA
Aug 14 Scan NVDA Ecosystem Scan
NVDAAMDINTCTSMAVGOMRVLARMQCOM +4 more
Aug 14 Scan AI Infrastructure Scan
AMZNNVDAASMLTACTSMPLTRMRVLARM +3 more
Aug 14 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Aug 14 Scan Tech Insider Buys
ASANTSLACRSPAVGOAMDCRMADBEPLTR +4 more
Aug 14 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABCL +4 more
Aug 14 Update MSFT — candidate.roundup
AAPLGOOGLNVDAMSFT
Aug 14 Scan Insider Scan
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Aug 14 Scan Bargain Bin
MSFTGOOGLAMZNNVDAMETATSLACRMINTU +4 more
Aug 14 Update PLTR — candidate.roundup
NVDAAMZNTSMMRVLARMPLTR
Aug 13 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABCL +4 more
Aug 12 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABCL +4 more
Aug 11 tweet SemiAnalysis — TileRT compiles the whole model into one persistent GPU kernel, claiming 1.9x decode interactivity on the same Blackwell chips
NVDA#ai-power-bottleneck
Aug 11 tweet The Kobeissi Letter — memory is now the tape: NVDA, MU and SNDK are three of the four most-traded US stocks
NVDAMUTSLASNDK#memory-supercycle
Aug 8 Scan NVDA Ecosystem Scan
NVDAAMDINTCTSMAVGOMRVLARMQCOM +4 more
Aug 8 tweet IPO Newsroom — NVIDIA is putting up to $3B into the Blackstone-backed firm that owns the land under Stargate
NVDABX#ai-power-bottleneck
Aug 8 Scan AI Infrastructure Scan
AMZNNVDAASMLTACTSMPLTRMRVLARM +3 more
Aug 8 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Aug 8 Scan Tech Insider Buys
ASANTSLACRSPAVGOAMDCRMADBEPLTR +4 more
Aug 8 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAALAAMIAAOIABBNY +4 more
Aug 8 Update NVDA — candidate.roundup
AAPLGOOGLNVDAMSFT
Aug 8 Scan Insider Scan
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Aug 8 Scan Bargain Bin
MSFTGOOGLAMZNNVDAMETATSLACRMINTU +4 more
Aug 8 Update PLTR — candidate.roundup
NVDAAMZNTSMMRVLARMPLTR
Aug 5 tweet Gavin Baker on Invest Like the Best — no slowdown on the ground: old GPUs repricing up, the memory war, and who funds the buildout
NVDAMUSNDKSPCXE
Aug 4 Market Signal AI Hardware Entry Cluster Fires — Flow Signal
TERCBRSSKHYNVDAARMNBIS
Aug 4 tweet Zephyr — AMD's 'Venice beats Vera by 20%' claim points at a chip missing from AMD's own price list
NVDAAMD#cpu-shortage-supply-chain
Jul 31 Scan NVDA Ecosystem Scan
NVDAAMDINTCTSMAVGOMRVLARMQCOM +4 more
Jul 31 Scan AI Infrastructure Scan
AMZNNVDAASMLTACTSMPLTRMRVLARM +3 more
Jul 31 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Jul 31 Scan Tech Insider Buys
ASANTSLACRSPAVGOAMDCRMADBEPLTR +4 more
Jul 31 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABSI +4 more
Jul 31 Update AAPL — candidate.roundup
AAPLGOOGLNVDAMSFT
Jul 31 Scan Insider Scan
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Jul 31 Scan Bargain Bin
MSFTGOOGLAMZNNVDAMETATSLACRMINTU +4 more
Jul 31 Update AMZN — candidate.roundup
NVDAAMZNTSMMRVLARMPLTR
Jul 28 Article Fifteen of twenty broke together
NVDAAVGOAMKRAMDASMLAMATTERKLAC#ai-capex-digestion#ai-power-bottleneck#ai-power-delivery#optical-supercycle +4 more
Jul 28 Market Brief The Rotation Finds a Refuge
ABVXAEVAALMAMDASMLBEAMCCJNTLA +4 more
Jul 28 Scan NVDA Ecosystem Scan
NVDAAMDINTCTSMAVGOMRVLARMQCOM +4 more
Jul 28 Scan AI Infrastructure Scan
AMZNNVDAASMLTACTSMPLTRMRVLARM +1 more
Jul 28 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Jul 28 Scan Tech Insider Buys
ASANTSLACRSPAVGOAMDCRMADBEPLTR +4 more
Jul 28 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABSI +4 more
Jul 28 Update AAPL — candidate.roundup
AAPLGOOGLNVDAMSFT
Jul 28 Scan Insider Scan
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Jul 28 Scan Bargain Bin
MSFTGOOGLAMZNNVDAMETATSLACRMINTU +4 more
Jul 28 Update MRVL — candidate.roundup
NVDAAMZNTSMMRVLARMPLTR
Jul 27 Market Brief Verdict Week: Storage Prints, Then the Capex Reads
ABBNYAMZNARKGARWRAYABIPCCJCEG +4 more
Jul 26 reddit u/rdh2dmd — Samsung, SK Group seal $950B in AI deals with Nvidia and Broadcom
NVDAAVGO005930.KS000660.KS#memory-supercycle#ai-power-bottleneck
Jul 25 Market Brief The War Bid Arrives, the Havens Don't
ALKEALLYEAMDARKWAROCARWMXLARM +4 more
Jul 25 Article Where Congress's traders actually agree — and where they don't
NVDAAVGOUBERMASPGIDHR
Jul 25 Scan NVDA Ecosystem Scan
NVDAAMDINTCTSMAVGOMRVLARMQCOM +4 more
Jul 25 Scan AI Infrastructure Scan
AMZNNVDAASMLTACTSMPLTRMRVLARM +1 more
Jul 25 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Jul 25 Scan Tech Insider Buys
ASANTSLACRSPAVGOAMDCRMADBEPLTR +4 more
Jul 25 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABSI +4 more
Jul 25 Update GOOGL — candidate.roundup
AAPLGOOGLNVDAMSFT
Jul 25 Scan Insider Scan
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Jul 25 Scan Bargain Bin
MSFTGOOGLAMZNNVDAMETATSLACRMINTU +4 more
Jul 25 Update AMZN — candidate.roundup
NVDAAMZNTSMMRVLARMPLTR
Jul 24 Market Signal Disclosed Money: Congress's Most Active Traders Spent May and June Buying the AI Supply Chain
NVDAAVGOMRVLAMDMUSNDKLITECOHR#memory-supercycle#optical-supercycle +4 more
Jul 23 Market Brief The capex bill lands and the rotation stops hiding
ABNBADIAMGNAMVMFANDEAPOMXLARM +4 more
Jul 22 reddit u/aperartnft — NVDA's 9.3% Nebius stake: guaranteed customer or circular financing
NVDANBIS
Jul 22 pick Alphabet Q2: $44.9B quarterly capex, $180-190B FY guide, 2027 'significantly increases'
GOOGLNVDACEGGEV#ai-power-bottleneck#ai-capex-digestion
Jul 22 Market Brief The tape sells software and buys scarcity
ABNBADIAMGNAMVMFANDEAPONVDAARM +4 more
Jul 20 Market Brief The Bounce Meets the $90 Barrel
ABBNYAMBQAMDAMTARCBARKQGEEMETA +4 more
Jul 19 Source Dean W. Ball on Kimi K3 — genuinely frontier, not distillation, token-hungry, 'not obviously cheap to run'
NVDA#ai-capex-digestion
Jul 19 Source Qwen3.8 launching, going open-weight soon — 2.4T params, 'second only to Fable 5'
BABANVDA#ai-capex-digestion
Jul 18 tweet SemiAnalysis: K3's linear attention is bullish, not bearish, for NVIDIA/HBM/networking
NVDAMU#ai-capex-digestion#memory-supercycle
Jul 18 Market Brief One Tape, Two Markets
AAUCAFRMAMBAAPOAROCBOCTMETAARM +4 more
Jul 17 Article The K3 Scare Is Not the R1 Scare
NVDAMRVLARMMUSNDK#ai-capex-digestion#memory-supercycle
Jul 17 pick Semafor — Kimi K3 threatens AI business models, not AI compute
NVDA#ai-capex-digestion
Jul 17 Scan NVDA Ecosystem Scan
NVDAAMDINTCTSMAVGOMRVLARMQCOM +4 more
Jul 17 Scan AI Infrastructure Scan
AMZNNVDAASMLTACTSMPLTRMRVLARM +1 more
Jul 17 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Jul 17 Scan Tech Insider Buys
ASANTSLACRSPAVGOAMDCRMADBEPLTR +4 more
Jul 17 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABCL +4 more
Jul 17 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABCL +4 more
Jul 17 Update AAPL — candidate.roundup
AAPLGOOGLNVDAMSFT
Jul 17 Scan Insider Scan
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Jul 17 Scan Bargain Bin
AAPLMSFTGOOGLAMZNNVDAMETATSLACRM +4 more
Jul 17 Update NVDA — candidate.roundup
NVDAAMZNTSMMRVLARMPLTR
Jul 13 reddit r/stocks — TSMC reports 68% surge in June revenue
TSMNVDAMU#memory-supercycle#ai-capex-digestion
Jul 13 tweet Jukan — NVIDIA's NDR: memory shortage expected to persist for several years
MUSNDKNVDA#memory-supercycle
Jul 11 Target NVDA — Entry-Zone Target (2026-07-11 full-scan promotion, AI)
NVDA
Jul 11 Scan NVDA Ecosystem Scan
NVDAAMDAVGOMRVLTSMASMLAMATARM +4 more
Jul 11 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Jul 11 Scan Tech Insider Buys
ASANTSLACRSPAVGOAMDCRMADBEPLTR +4 more
Jul 11 Scan Monster Scan
005930.KS298040.KS5991.T6324.T6779.TAAMIAAOIABCL +4 more
Jul 11 Update AAPL — candidate.roundup
AAPLGOOGLNVDAMSFT
Jul 11 Scan Insider Scan
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Jul 11 Scan Bargain Bin
AAPLMSFTGOOGLAMZNNVDAMETATSLACRM +4 more
Jul 11 Update NVDA — candidate.roundup
NVDAAMZNTSMMRVLARMPLTR
Jul 7 Scan NVDA Ecosystem Scan
NVDAAMDAVGOMRVLTSMASMLAMATARM +4 more
Jul 7 Scan AI Infrastructure Scan
AMZNNVDAASMLTACTSMPLTRMRVLARM +1 more
Jul 7 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Jul 7 Scan Tech Insider Buys
ASANTSLACRSPAVGOAMDCRMADBEPLTR +4 more
Jul 7 Scan Monster Scan
ABSIMXLIBIDFMVLLDFTXSNDKHY9H.FBB +4 more
Jul 7 Update AAPL — candidate.roundup
AAPLGOOGLNVDAMSFT
Jul 7 Scan Insider Scan
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Jul 7 Scan Bargain Bin
AAPLMSFTGOOGLAMZNNVDAMETATSLACRM +4 more
Jul 7 Update NVDA — candidate.roundup
NVDAAMZNTSMMRVLARMPLTR
Jun 26 Scan AI Infrastructure Scan
AMZNNVDAASMLTACTSMPLTRMRVLARM +1 more
Jun 26 Scan NVDA Ecosystem Scan
NVDAAMDAVGOMRVLTSMASMLAMATARM +4 more
Jun 26 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Jun 26 Target NVDA — Entry-Zone Target (2026-06-26 EOW anchor)
NVDA
Jun 26 Scan Monster Scan
005930.KS6779.TAEHRAEISAIXA.DEALABALKSAMRX +4 more
Jun 26 Update AAPL — candidate.roundup
AAPLMSFTGOOGLAMZNNVDAMETATSLA
Jun 26 Update NVDA — candidate.roundup
NVDAAVGOMRVLALABCRDOAMDASMLAMAT +3 more
Jun 25 Article Where the Entries Are
GOOGLAMZNAAPLNVDAAVGOCRWDASMLALAB +4 more
Jun 25 Update NVDA — candidate.roundup
NVDAAVGOMRVLALABCRDOAMDASMLAMAT +3 more
Jun 25 Update AAPL — candidate.roundup
AAPLMSFTGOOGLAMZNNVDAMETATSLA
Jun 25 Scan AI Infrastructure Scan
AMZNNVDAASMLTACTSMPLTRMRVLARM +1 more
Jun 25 Scan NVDA Ecosystem (Composite)
NVDAAMDARMAVGOMRVLTSMASMLAMAT +4 more
Jun 25 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Jun 22 Article Status — R33 Full-Scan Wrap-Up (2026-06-18 anchor)
SPYQQQSMHBEGEVMUAMATNVDA +4 more
Jun 22 Update NVDA — candidate.roundup
AAPLNVDAAMZNMSFTGOOGLMETATSLA
Jun 22 Update NVDA — candidate.roundup
NVDAASMLTSMARMMRVLICHRTERCRDO +2 more
Jun 22 Article Week in Review — The Rotation Down-Stack
BEGEVMUAMATMRVLKLACLRCXVST#ai-power-bottleneck#spacex-ipo-liquidity-event#memory-supercycle +4 more
Jun 20 Article SpaceX IPO — Post-Event Liquidity Assessment (T+6 sessions / Day 8)
SPCXENBISCRWVCORZIRENAPLDNVDAMSFT#spacex-ipo-liquidity-event +4 more
Jun 20 Scan NVDA Ecosystem Scan
NVDAAMDINTCTSMAVGOMRVLARMASML +4 more
Jun 20 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Jun 20 Scan AI Infrastructure Scan
AMZNNVDAASMLTACTSMPLTRMRVLARM +1 more
Jun 16 Desk Move NVDA — claude-trader buy
NVDA
Jun 16 Target NVDA entry-zone — $175-$185
NVDA
Jun 16 Update Mag7 Candidates
AAPLTSLAAMZNGOOGLNVDAMSFTMETA
Jun 16 Update AI Infrastructure Candidates
ARMMRVLASMLAMZNTSMNVDAPLTRP +1 more
Jun 16 Scan AI Infrastructure Scan
AMZNNVDAASMLTACTSMPLTRMRVLARM +1 more
Jun 16 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Jun 16 Scan NVDA Ecosystem Scan
NVDAAMDINTCTSMAVGOMRVLARMQCOM +4 more
Jun 16 Article Status Report
VOOSPYQQQMSMHVIXYVXXGLDTLT +4 more
Jun 16 Analysis Thread: SpaceX/xAI buys Cursor (Anysphere) $60B — the AI *product*-layer competitor map
SPCXECRMIGVWCLDNETPLTRSHOPAMZN#spacex-ipo-liquidity-event +3 more
Jun 16 Article Daily Actions
ADBEAGROAMZNARMARKXASMLAVGOBNO +4 more
Jun 5 Source Kobeissi 30d AI-bubble structure and crypto unwind
NVDAMSTRMRVL#war-ends-playbook
Jun 5 Investigation Aschenbrenner research dossier — essay-mined lanes, the pair-trade put book, 13F track-record calibration, and cross-manager convergence
BESNDKCRWVIRENCORZAPLDRIOTCLSK#ai-power-bottleneck#memory-supercycle#optical-supercycle +4 more
Jun 5 Investigation Aschenbrenner essay vs 13F scorecard — what the Situational Awareness predictions have actually done, and the new megacap put overlay
BESNDKCRWVIRENCORZAPLDRIOTCLSK#ai-power-bottleneck#optical-supercycle#memory-supercycle +4 more
Jun 4 Desk Move NVDA — khanna-trades buy
NVDA
Jun 4 Investigation SpaceX S-1 picks-and-shovels / supply-chain investable map
SPCXEECHONVDATSMSEIGEVTSLAGOOGL#ai-power-bottleneck#optical-supercycle#memory-supercycle#spacex-ipo-liquidity-event +4 more
Jun 4 Investigation SpaceX (SPCX) original S-1 full read, section by section
SPCXETSLAECHOASTSRKLBNVDAINTC#spacex-ipo-liquidity-event#ai-power-bottleneck
Jun 4 Catalyst NVDA dividend
NVDA
Jun 3 Investigation SpaceX net-flow model — forced passive index demand vs staggered lockup supply (parametric)
SPCXENVDAMSFTGOOGLAMZNSPYQQQIWM#spacex-ipo-liquidity-event
Jun 3 Source Astera Labs ALAB retimer thesis — most boring chip highest gross margin in the rack
ALABNVDAAVGOCRDOMRVLNVTS#optical-supercycle#ai-power-bottleneck
Jun 3 Investigation Following the money up Dell's supply chain — where the alpha moved and what's durable vs cyclical bubble
DELLMUSNDKSTXWDCAMDINTCNVDA#memory-supercycle#ai-power-bottleneck#ai-power-delivery +4 more
Jun 2 Investigation xAI (SpaceX AI segment) S-1/A crosswalk read — first application of the AI-lab S-1 thesis crosswalk playbook
SPCXENVDAMSFTGOOGLAMZNINTCTSLANBIS#ai-power-bottleneck#ai-power-delivery#optical-supercycle#memory-supercycle +2 more
Jun 2 Article moomoo Macro Moover SpaceX liquidity shock book-build window — article
SPCXENVDAMSFTAMZN
Jun 2 Investigation Large IPO winners — the positive base rate: which big IPOs did NOT drop for a decade, and what they shared
SPCXENVDAAMZNGOOGLMSFTNFLXE#spacex-ipo-liquidity-event
Jun 2 Forum Hacker News — Giga-IPOs index-inclusion discussion (Economist thread) — forum-thread
SPCXENVDAAAPLMSFTSPYQQQIWM
Jun 2 Reference Generalized IPO-Quality Scorecard Playbook
NVDAGOOGLMA#spacex-ipo-liquidity-event
Jun 2 Investigation AI mega-IPO issuance-surge base rate — does an IPO wave at all-time highs predict a market top
SPCXEQQQSPYNVDANBISCRWVCORZIREN#spacex-ipo-liquidity-event +1 more
Jun 2 Analysis Thread: AI mega-IPO / Fast Entry liquidity regime
SPCXENVDAMSFTGOOGLAMZNMETANBISCRWV#spacex-ipo-liquidity-event#ai-power-bottleneck +4 more
Jun 2 Reference AI-Lab S-1 → Thesis Crosswalk Playbook
NVDAMSFTGOOGLAMZNNBISCRWVCORZIREN#ai-power-bottleneck#ai-power-delivery#optical-supercycle#memory-supercycle +1 more
Jun 1 Source $NVDA Vera CPU partner list from GTC Taipei. Early Adopters: OpenAI, Anthropic,
NVDANBISORCLCRWVDELLHPESMCISNX
Jun 1 Source Would be an interesting experiment: -> What % of UK people know that $ARM is our
ARMNVDA
Jun 1 Article Economist Giga-IPOs — can the stockmarket swallow Anthropic, SpaceX and OpenAI — article
SPCXENVDAMSFTGOOGLAMZNMETASPYQQQ +1 more
May 31 Update NVDA Q1 FY27 Calendar Correction
NVDA#ai-power-bottleneck#ai-power-delivery#war-ends-playbook
May 30 Desk Move NVDA — claude-momentum buy
NVDA
May 29 Scan Tech Insider Buys Scan
AAPLADBEAMDAMZNANETARMASANASML +4 more
May 29 Scan NVDA Ecosystem Scan
AMATAMDAMKRAMZNARMASMLAVGOBE +4 more
May 29 Scan Monster Scan
005930.KS6779.TAAAAOIACLSACLXAEHRAGX +4 more
May 29 Update Mag7 Candidates
AAPLTSLAAMZNGOOGLNVDAMSFTMETA
May 29 Scan Insider Scan
AAPLABBVABNBADBEAFRMAKAMAMDAMZN +4 more
May 29 Scan Bargain Bin Scan
AAPLABBVABNBADBEAMDAMZNANETASML +4 more
May 29 Scan AI Scan
ADBEAIAIQAMDAMZNANETARMASML +4 more
May 29 Scan AI Infrastructure Scan
AIQAMDAMZNANETARMASMLAVGOBCE +4 more
May 29 Update AI Infrastructure Candidates
ARMMRVLASMLAMZNTSMNVDAPLTRP +1 more
May 29 Source The whole $NVDA paying people $22k/yr for data centers at their houses is comple
NVDA
May 28 Catalyst NVDA Q1 FY27 Earnings (superseded cadence date — 2026-05-28)
NVDAAMZNGOOGLMSFTTSMEWYEWTMPWR#ai-power-bottleneck#ai-power-delivery#war-ends-playbook +4 more
May 27 Investigation Anthropic-SpaceX $15B/yr Cloud Services Contract
SPCXEGOOGLAMZNMSFTORCLNVDAAVGONBIS#spacex-ipo-liquidity-event#ai-power-bottleneck#ai-power-delivery +4 more
May 25 Investigation Optical supercycle WHY: what specifically drove the CIEN/COHR demand acceleration
CIENCOHRLITEFNAAOICRDOALABTSEM#optical-supercycle#ai-power-bottleneck#ai-power-delivery +3 more
May 23 Source We're still at the beginning of the CPO supercycle. Bank of America report on Op
NVDA
May 23 Source CPO Supply Chain Participants (Bank of America): $NVDA: - Two CPO-based systems:
NVDAAVGOMRVL
May 23 Article Weird-ETF rotation read — MSTR-leverage breakdown, AI-stack narrowing, defensives flat
MSTRNVDATSLABTCMSTUMSTXMSTYNVDL#ai-power-bottleneck#optical-supercycle +4 more
May 22 Source $BB and $NOK both ripping today. Pretty sure I was the first to connect that nei
BBNOKNVDA
May 20 Catalyst NVDA earnings
NVDA
May 19 Source FYI someone pinged me about Lumentum at JPM conference where "they basically sai
LITENVDA
May 18 Article AlgorithmicFIRE Dunn mega-IPO forced-selling model — article
SPCXENVDAMSFTGOOGLAMZNMETA
May 4 Article Cambrian Thesis — AI supply chain 2x2
NVDAAVGOMUAMKRFNCRDOALABCLFE#ai-power-delivery +4 more
May 4 Source $LITE report Q3 earnings tomorrow: Fun fact, over the last 2 years, $LITE has: 1
LITENVDA
May 4 Source Bro, I'm convinced that $SMCI is way too cheap right now at only $16.8B MC. They
SMCINVDA
May 3 Source CPO supercycle thesis — Sivers / Shunsin / MSSCorps / TSEM
SIVEFTSEMNVDAAVGO#optical-supercycle
May 3 Article AI Power — Week in Review (Apr 27 – May 3, 2026)
GEVBEETNMPWRAOSLVICREBESIYPOWI#ai-power-bottleneck#ai-power-delivery +1 more
May 2 Source $BB up 50% since the Q4 print. WSJ had it on the front page yesterday. Is this t
BBNOKNVDAAMDINTCARMQCOMNXPI +1 more
May 2 Podcast Chase Lochmiller (Crusoe CEO) on AI data-center economics
CRWVCORZIRENAPLDCIFREQTVSTPCG#ai-power-bottleneck#ai-power-delivery +4 more
May 2 Desk Move NVDA — claude-trader buy
NVDA#ai-power-bottleneck
May 1 Scan NVDA Ecosystem Scan
AMATAMDAMKRARMASMLAVGOBECEG +4 more
May 1 Scan AI Scan
ADBEAIAIQAMDAMZNANETARMASML +4 more
Apr 28 Scan Tech Insider Buys Scan
AAPLAMDARMASANASMLAVGOCRMINTC +4 more
Apr 28 Scan Insider Scan
AAPLABNBAFRMAMZNASANAVGOBECOIN +4 more
Apr 28 Scan AI Scan
ADBEAIQAMDAMZNANETARMASMLAVGO +4 more
Apr 27 Reference Pelosi Household Playbook
AAPLAMZNAVGOCRMGOOGLMSFTNVDAPANW +1 more
Apr 26 Scan Tech Insider Buys
AAPLADBEAFRMAMDAMZNARMASANASML +4 more
Apr 26 Scan NVDA Ecosystem Scan
AMATAMDAMKRANETARMASMLAVGOBE +4 more
Apr 26 Scan Monster Scan
AAAAOIAAUCACHCACLSACLXADEAAEHR +4 more
Apr 26 Update Mag7 Candidates
AAPLAMZNGOOGLMETAMSFTNVDATSLA
Apr 26 Scan Insider Scan
AAPLABNBAMDAMZNARMASANAVGOBE +4 more
Apr 26 Scan AI Scan
ADBEAIAMDAMZNARMASMLAVGOBBAI +4 more
Apr 26 Update AI Infrastructure Candidates
AMZNARMASMLMRVLNVDAPLTRTACTSM
Apr 25 Source Track Record + Method Note — @aleabitoreddit
TSEMAEHRNVDAALRIB.PA#optical-supercycle
Apr 15 Archive AI Power Bottleneck — Watts Per Rack as the Binding Constraint on AGI
APLDAVGOBEBITFBTDRBWCIFRCLSK#ai-power-bottleneck +4 more
Apr 14 Source Leopold Aschenbrenner Q4 2025 13F — Pure Energy Play
BECRWVLITECORZIRENAPLDSNDKNVDA#ai-power-bottleneck#optical-supercycle +1 more
Apr 13 Scan 5 — NVDA ECOSYSTEM
AMATAMDAMKRAMZNARMASMLAVGOINTC +4 more
Apr 13 Scan Insider Scan
AAPLADBEAKAMAMDARMASANASMLAVGO +4 more
Apr 13 Scan AI Scan
ADBEAIAMDAMZNARMASMLAVGOBBAI +4 more
Apr 11 Source LITE: InP Factory Acquisition + 2028 Capacity Sellout — @RichTerry123
LITENVDACOHRCIEN
Apr 11 Source Follows Roundup
AAOIAEHRAMKRAMZNAXTICIENCLSCOHR +4 more
Apr 10 Article Status Report
AMZNBTC-USDDIAGOOGLINTUIWMNETNKE +4 more
Apr 10 Source AI Chip Picks & Shovels Portfolio — @pepemoonboy
AMKRPLABCLSFNONTONVDA
Apr 10 Scan NVDA Ecosystem Scan
AMATAMDAMKRARMASMLAVGOINTCMRVL +4 more
Apr 10 Deep Dive NVDA Deep Dive
NVDA
Apr 10 Update Mag7 Candidates
AAPLAMZNGOOGLMETAMSFTNVDATSLA
Apr 10 Source LITE: The EML Laser Bottleneck for AI Data Centers — @KawzInvests
LITENVDA
Apr 10 Archive The War Perspective
AMZNBTC-USDCOPXGLDGOOGLMSFTNETNKE#us-energy-dominance +4 more
Apr 10 Scan Insider Scan
AAPLAMDAMZNASANAVGOCRMGOOGLMETA +4 more
Apr 10 Scan AI Scan
AIAMDAMZNARMASMLAVGODDOGGOOGL +4 more
Apr 10 Scan AI Infrastructure Scan
AMZNARMASMLMRVLNVDAPLTRTACTSM
Apr 10 Update AI Infrastructure Candidates
ARMASMLMRVLNVDAPLTRTACTSM
Apr 10 Article Daily Actions
ADBEAKAMAMZNASASMLCRMCRSPDDOG +4 more
Apr 3 Scan Tech Insider Buys Scan
AAPLADBEAKAMAMZNCFLTCRMDDOGDOCN +4 more
Apr 3 Scan NVDA Ecosystem Scan
AMATARMASMLAVGOMRVLMUNVDAQCOM +3 more
Apr 3 Deep Dive NVDA Deep Dive
NVDA
Apr 3 Update Mag7 Candidates
AAPLAMZNGOOGLMETAMSFTNVDATSLA
Apr 3 Scan AI Scan
AMDAMZNARMASMLAVGOGOOGLINTCMETA +4 more
Apr 3 Update AI Infrastructure Candidates
ARMASMLMRVLNVDAPLTRTACTSM
Mar 31 Scan Tech Insider Buys
AAPLADBEAMDAMZNARMASANASMLAVGO +4 more
Mar 31 Scan NVDA Ecosystem Scan
AMATAMDAMKRARMASMLAVGOINTCMRVL +4 more
Mar 31 Deep Dive NVDA Deep Dive
NVDA
Mar 31 Scan Monster Scan
AAAAOIACLXADEAAEISAEMAGIAGX +4 more
Mar 31 Update Mag7 Candidates
AAPLAMZNGOOGLMETAMSFTNVDATSLA
Mar 31 Scan Insider Universe
AAPLAKAMAMDAMZNARMASANASMLAVGO +4 more
Mar 31 Scan Bargain Bin
AAPLADBEASANAVGOCEGDISDPZEOSE +4 more
Mar 31 Scan AI Scan
ADBEAIQAMDAMZNANETARMASMLAVGO +4 more
Mar 31 Article Daily Actions
ABTADBEAMDASASMLAVGOBTCCEG +4 more
Mar 26 Scan Tech Insider Buys
ADBEAMDASANCRMDDOGGOOGLMETAMSFT +4 more
Mar 26 Scan NVDA Ecosystem — Supply Chain Health
AMATARMASMLAVGOMRVLNVDAQCOMTSM
Mar 26 Scan Monster Scan
AAOIACLXADEAAEISAEMAGIAGXAHG +4 more
Mar 26 Update Mag7 Candidates
AAPLAMZNGOOGLMETAMSFTNVDATSLA
Mar 26 Scan Insider Universe Scan
AAPLABBVADBEAKAMAMDAMZNARMASML +4 more
Mar 26 Scan Bargain Bin
AAPLABBVADBEAKAMAMDAMZNARMASML +4 more
Mar 26 Scan AI Sector Scan
ADBEAMDAMZNARMASMLAVGOBECEG +4 more
Mar 26 Scan AI Infrastructure Scan
AMZNARMASMLCEGMRVLNVDAPLTRTAC +1 more
Mar 26 Article Daily Actions
AAOIABBVADBEAEISAMDARMASMLBIIB +4 more
Mar 24 Scan NVDA Ecosystem Scan
ARMASMLAVGOMRVLMUNVDASMCITSM +1 more
Mar 24 Deep Dive NVDA Deep Dive
NVDA
Mar 24 Update Mag7 Candidates
AAPLAMZNGOOGLMETAMSFTNVDATSLA
Mar 24 Scan Insider Scan
AAPLAMDAMZNARMASMLAVGOGOOGLINTC +4 more
Mar 24 Podcast Dumb Money Live — End of War Trades
COPXJETSUAEAMZNHOODSKMBENVDA#war-ends-playbook +4 more
Mar 24 Scan AI Scan
ADBEAMDAMZNANETARMASMLAVGOBOTZ +4 more
Mar 20 Scan NVDA Ecosystem Scan
ARMASMLAVGOMRVLMUNVDASMCITSM +1 more
Mar 20 Scan Monster Scan
AAAAOIAKAMANETANFAPHAVGOBE +4 more
Mar 20 Update Memory/Semis
AMDASMLMUNVDATSM
Mar 20 Update MAG7 (Big Tech)
AAPLAMZNGOOGLMETAMSFTNVDATSLA
Mar 20 Scan Insider Scan
ABBVADBEAMDAMZNARMASANASMLAVGO +4 more
Mar 20 Scan AI Scan
ADBEAMDAMZNANETARMASMLAVGOBBAI +4 more
Mar 20 Article Daily Actions
AAPLABBVAMGNAMZNARMASASMLBA +4 more
Mar 13 Archive The War Perspective
AMDASMLBACOPCVXDVNEOGGD#war-ends-playbook +4 more
Mar 13 Scan Tech Insider Buys
ADBEAMDANETASANASMLAVGOBECFLT +4 more
Mar 13 Scan NVDA Ecosystem
AMDAMKRARMASMLAVGOCEGENPHEOSE +4 more
Mar 13 Deep Dive NVDA (Nvidia Corp)
NVDA
Mar 13 Scan Monster Scan
AAAAOIAAUCACLXAEMAGAGIANET +4 more
Mar 13 Update Memory/Semis
AMDASMLMUNVDATSM
Mar 13 Update MAG7 (Big Tech)
AAPLAMZNGOOGLMETAMSFTNVDATSLA
Mar 13 Scan AI Scan
AAPLADBEAMDAMZNANETARMASMLAVGO +4 more
Mar 13 Article Daily Actions
AAPLADBEAMZNARMASASMLBABNTX +4 more
Mar 12 Scan Tech Insider Buys Scan
AAPLAKAMAMDAMZNANETARMASMLAVGO +4 more
Mar 12 Scan NVDA Ecosystem Scan
AMATARMASMLAVGOCEGGEVMRVLMU +4 more
Mar 12 Deep Dive NVDA - Nvidia Corp Deep Dive
NVDA
Mar 12 Scan Monster Scan
AAAAOIAAUCACLXADEAAEISAEMAG +4 more
Mar 12 Update Memory/Semis
AMDASMLAVGOMUNVDATSM
Mar 12 Update MAG7 (Big Tech)
AAPLAMZNGOOGLMETAMSFTNVDATSLA
Mar 12 Scan Insider Activity Scan
AMZNASANAVGOBNTXCRSPEOSEISRGELLY +4 more
Mar 12 Scan AI Scan
ADBEAMDAMZNARMASMLAVGOBBAIBE +4 more
Mar 12 Article Daily Actions
ALERTAMZNARMASASANASMLBNTXBTC +4 more
Mar 11 Scan Tech Insider Buys Scan
AAPLABNBADBEAFRMAMDAMZNANETASAN +4 more
Mar 11 Catalyst NVDA dividend
NVDA
Mar 11 Deep Dive NVDA - Nvidia Corp Deep Dive
NVDA
Mar 11 Update MAG7 (Big Tech)
AAPLAMZNGOOGLMETAMSFTNVDATSLA
Mar 11 Scan Insider Activity Scan
AAPLABBVABNBADBEAFRMAKAMAMDAMZN +4 more
Mar 11 Scan AI Scan
ADBEAIQAMDAMZNANETARMASMLAVGO +4 more
Mar 11 Article Daily Actions
AMZNARMASASANASMLBNTXBTCCEG +4 more
Mar 10 Scan Tech Insider Buys Scan
ADBEAMDARMASANAVGOCRDOCRMCRSP +4 more
Mar 10 Scan NVDA Ecosystem Scan
AMATARMASMLAVGOMRVLMUNVDASMCI +2 more
Mar 10 Deep Dive NVDA - Nvidia Corp Deep Dive
NVDA
Mar 10 Update MAG7 (Big Tech)
AAPLAMZNGOOGLMETAMSFTNVDATSLA
Mar 10 Scan Insider Activity Scan
AAPLABNBAFRMAMDAMZNASANAVGOBE +4 more
Mar 10 Scan Insider Activity Scan
AAPLABNBAFRMAMDAMZNASANAVGOBE +4 more
Mar 10 Scan AI Scan
ADBEAIQAMDAMZNANETARMASMLAVGO +4 more
Mar 10 Article Daily Actions
AMZNARKKARMASASMLBTCCEGCLX +4 more
Mar 4 Scan Tech Insider Buying Scan
ADBEAMDAMZNANETASANAVGOCRDOCRM +4 more
Mar 3 Scan NVDA Ecosystem Scan
AMATAMDARMASMLAVGODELLHPEMRVL +4 more
Mar 3 Deep Dive NVDA - Nvidia Corp Deep Dive
NVDA
Mar 3 Update MAG7 (Big Tech)
AAPLAMZNGOOGLMETAMSFTNVDATSLA
Mar 3 Scan Insider Activity Scan
AAPLABNBADBEAFRMAMDAMZNASANAVGO +4 more
Mar 3 Scan Insider Activity Scan
AAPLABNBAFRMAMDAMZNASANAVGOBE +4 more
Mar 3 Scan AI Scan
AAPLAMDAMZNBBAIGOOGLIONQMETAMSFT +4 more
Mar 3 Article Daily Actions
ADBEAMDAMZNARKKARMASASANASML +4 more
Feb 26 Scan NVDA Ecosystem Scan
AMATAMDARMASMLAVGOMRVLMUNVDA +2 more
Feb 26 Deep Dive NVDA - Nvidia Corp Deep Dive
NVDA
Feb 26 Update MAG7 (Big Tech)
AAPLAMZNGOOGLMETAMSFTNVDATSLA
Feb 26 Scan Insider Scan
AAPLABNBAFRMAMZNASANAVGOCRSPCRWD +4 more
Feb 26 Scan Bargain Bin Scan
AAPLABBVABNBADBEAMDAMZNANETASML +4 more
Feb 26 Scan AI Scan
AMATAMZNARMASMLAVGOGOOGLMETAMRVL +4 more
Feb 26 Article Daily Actions
ADBEAFRMAMDAMZNARKXARMASANAVGO +4 more
Feb 22 Scan NVDA Ecosystem Scan
AMATARMASMLAVGOMRVLMUNVDATSM
Feb 22 Update MAG7 (Big Tech)
AAPLAMZNGOOGLMETAMSFTNVDATSLA
Feb 22 Scan Insider Scan
ABNBAFRMAMDAMZNASANAVGOCRMCRSP +4 more
Feb 22 Scan Bargain Bin Scan
AAPLABBVADBEAMDAMZNANETASMLAVGO +4 more
Feb 22 Scan AI Scan
AMDAMZNAVGOGOOGLMETAMRVLMSFTNVDA
Feb 22 Article Daily Actions
ADBEAMDAMZNARKKARMASANBECRM +4 more
Feb 16 Scan NVDA Ecosystem Scan
AMDARMASMLAVGOLOWMRVLMUNVDA +1 more
Feb 16 Update MAG7 (Big Tech)
AAPLAMZNGOOGLMETAMSFTNVDATSLA
Feb 16 Scan Insider Scan
ABNBAFRMAMZNASANAVGOCRMCRSPHIMS +4 more
Feb 16 Scan Bargain Bin Scan
AAPLABBVADBEAMZNCOSTCRMDPZGOOGL +4 more
Feb 16 Scan AI Scan
AMDAMZNARMAVGOGOOGLMETAMRVLMSFT +2 more
Feb 11 Scan NVDA Ecosystem Scan
AMDARMASMLAVGOMRVLMUNVDATSM
Feb 11 Update MAG7 (Big Tech)
AAPLAMZNGOOGLMETAMSFTNVDATSLA
Feb 11 Scan AI Sector Scan
AMDAMZNARMAVGOGOOGLMETAMRVLMSFT +1 more
Feb 9 Scan AI Scan
ARMASMLAVGOCRWDDDOGESTCFTNTMDB +4 more
Feb 9 Scan AI Infrastructure Scan
AMDANETARMASMLAVGOBECEGCFLT +4 more
Feb 5 Update MAG7 (Big Tech)
AAPLAMZNGOOGLMETAMSFTNVDATSLA
Feb 5 Scan Insider Activity Scan
AAPLABNBAFRMAMDAMZNASANAVGOBE +4 more
Feb 5 Scan AI Scan
ADBEAMDAMZNARMASMLAVGOCEGCRM +4 more
Feb 5 Update AI Infrastructure
AMDANETARMASMLAVGOBECEGENPH +4 more
Feb 5 Article Actions & Alerts Log
ADBEAMKRAMZNANETARKXASASANASML +4 more
Feb 4 Update MAG7 (Big Tech)
AAPLAMZNGOOGLMETAMSFTNVDATSLA
Feb 4 Scan AI Scan
ADBEAMDARMASMLAVGOBBAIBCEBE +4 more
Feb 4 Update AI Infrastructure
AMZNARMASMLMRVLMUNVDAPLTRSTX +3 more
Feb 2 Scan AI Universe (Expanded)
ADBEAMDAMZNANETARMASMLAVGOBBAI +4 more
Feb 1 Update Portfolio - Main Snapshot
AAPLAMZNARKXASASMLBECRSPCRSR +4 more
Feb 1 Update MAG7 (Big Tech)
AAPLAMZNGOOGLMETAMSFTNVDATSLA
Feb 1 Update Portfolio - AI Infrastructure
AMZNASMLNVDATACTSM
Jan 16 Desk Move BUY NVDA — pelosi-trades (2026-01-16, 26.85 shares @ $186.22)
NVDA
Dec 30 '25 Desk Move BUY NVDA — pelosi-trades (2025-12-30, 26.6624 shares @ $187.53)
NVDA
Dec 24 '25 Desk Move SELL NVDA — pelosi-trades (2025-12-24, 26.5111 shares @ $188.6)
NVDA
Dec 4 '25 Catalyst NVDA dividend
NVDA
Sep 30 '25 Desk Move BUY NVDA — burry-13f (2025-09-30, 72.0072 shares @ $187.6)
NVDA
Sep 11 '25 Catalyst NVDA dividend
NVDA
Sep 10 '25 Article Another Giant Leap: The Rubin CPX Specialized Accelerator & Rack
NVDA
Aug 20 '25 Article H100 vs GB200 NVL72 Training Benchmarks – Power, TCO, and Reliability Analysis, Software Improvement Over Time
NVDA
Jun 11 '25 Catalyst NVDA dividend
NVDA
Mar 12 '25 Catalyst NVDA dividend
NVDA
Jan 14 '25 Desk Move BUY NVDA — pelosi-trades (2025-01-14, 36.3214 shares @ $137.66)
NVDA
Dec 5 '24 Catalyst NVDA dividend
NVDA
Sep 12 '24 Catalyst NVDA dividend
NVDA
Jun 11 '24 Catalyst NVDA dividend
NVDA
Mar 5 '24 Catalyst NVDA dividend
NVDA
Dec 5 '23 Catalyst NVDA dividend
NVDA