NVDA NVIDIA Corporation

NVDA NVIDIA Corporation

Technology · Semiconductors

Desk view

Watchinghigh conviction · entry the general never broke (−3.7% in 30 days vs the ETF's −15.7%); a reclaim of its 50-day ($209.81) is the complex-repair signal — the leader turns first — not entered
Basis Open desk call ·Logged decision ·Entry target
Perspectives War Ends Playbook · Spacex Ipo Liquidity Event · Physical AI Robotics · AI Mega Ipo Liquidity Regime
Updated

Market read

Scan convergence 6 scans as of 2026-08-17 2 bull 1 bear 3 neutral diverging

POC $183.46 · VWAP $190.54 · +18.1% vs 12m avg buyer

basing vol: compressedchurn: quiet as of

Insiders selling 0 buy / 4 sell · Form 4, 90d latest sell STEVENS MARK A

Coverage

9 related perspectives

Watchlists @ai-infra@ai-scan@bargain-bin@focus@insider-universe@mag7@robotics@semis@spacex-s1-supply-chain@tech-insider-buys

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.

@ai-infra
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P+68.6% -1.0%1d +19.4%7d PLTR+30.3% -0.9%1d -1.5%7d MRVL+24.2% +5.5%1d +12.4%7d NVDA+10.9% -0.1%1d +3.4%7d AIQ+9.0% -0.3%1d +0.8%7d TSM+8.2% +1.1%1d +3.0%7d ASML+7.9% +2.1%1d +8.6%7d SMH+6.8% +1.1%1d +4.3%7d AMZN+5.7% -0.5%1d -6.0%7d ARM+1.6% -2.9%1d +1.4%7d TAC-4.2% -0.6%1d +3.6%7d
@semis
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MRVL+24.2% +5.5%1d +12.4%7d MXL+18.0% -0.1%1d +23.9%7d SWKS+14.1% -2.7%1d -1.6%7d NVDA+10.9% -0.1%1d +3.4%7d INTC+8.9% +1.0%1d +6.1%7d TSM+8.2% +1.1%1d +3.0%7d ASML+7.9% +2.1%1d +8.6%7d SOXX+7.2% +1.6%1d +5.6%7d SMH+6.8% +1.1%1d +4.3%7d LSCC+5.9% +1.7%1d +3.4%7d AVGO+5.8% -0.1%1d -7.1%7d AMD+2.1% -1.6%1d +7.8%7d ARM+1.6% -2.9%1d +1.4%7d AMAT+1.1% +5.5%1d +2.6%7d TXN+0.1% +1.2%1d +0.9%7d AMKR-2.6% +3.9%1d +15.9%7d ON-4.6% +0.9%1d +4.5%7d QCOM-5.6% -2.2%1d 0.0%7d
@spacex-s1-supply-chain
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RDW+58.7% -1.3%1d +2.1%7d LUNR+50.7% +7.2%1d +29.0%7d FLY+41.0% +1.9%1d +5.5%7d BKSY+38.7% -0.5%1d +7.6%7d LITE+32.2% +4.6%1d +19.1%7d COHR+26.5% +7.8%1d +7.9%7d ATI+24.5% +1.4%1d +1.6%7d ASTS+23.1% +0.2%1d +3.4%7d RKLB+21.4% +2.3%1d +2.4%7d MU+19.2% +4.1%1d +17.5%7d CIEN+18.9% +3.8%1d +14.9%7d ARKX+14.5% -0.5%1d +0.9%7d ETN+14.1% +0.9%1d +2.4%7d VSAT+13.9% -1.8%1d -4.0%7d NVDA+10.9% -0.1%1d +3.4%7d SEI+9.4% +4.2%1d +12.5%7d PL+8.5% -1.3%1d +5.6%7d AR+8.4% -2.6%1d -1.8%7d TSM+8.2% +1.1%1d +3.0%7d BE+8.0% +1.0%1d +10.2%7d IRDM+7.2% -0.3%1d +1.5%7d HWM+6.2% 0.0%1d +1.9%7d AVGO+5.8% -0.1%1d -7.1%7d ALAB+5.5% -0.5%1d +0.9%7d GSAT+4.9% +0.8%1d -0.9%7d SPXC+2.8% +0.1%1d +2.5%7d GEV+2.0% +1.5%1d +9.0%7d KMI+1.0% -1.5%1d +3.0%7d VRT+1.0% -0.5%1d +8.3%7d ECHO+0.6% +0.7%1d +3.8%7d HXL-0.5% -0.9%1d +2.3%7d GOOGL-0.8% -0.6%1d -3.8%7d RMBS-0.8% -0.2%1d +5.0%7d CRS-2.8% -0.4%1d -3.1%7d DTM-6.9% -1.4%1d +0.6%7d TSLA-10.9% -0.9%1d +2.5%7d
@robotics
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ACHR+43.9% -3.5%1d +2.2%7d AEVA+42.1% +2.0%1d +0.1%7d ZBRA+38.8% -1.3%1d -1.9%7d TER+37.5% +5.8%1d +21.4%7d PATH+31.6% -0.1%1d +2.2%7d OUST+29.9% -1.2%1d +14.4%7d MP+29.3% -0.4%1d +7.0%7d ALNT+28.9% +1.4%1d 0.0%7d AMBA+27.0% -4.3%1d -4.2%7d DASTF+23.3% -1.7%1d +3.5%7d INDI+23.0% 0.0%1d +26.0%7d HSAIE+20.5% -0.8%1d -6.5%7d KITT+20.3% +4.4%1d -18.1%7d CCXI+18.9% +0.8%1d +6.6%7d AUR+15.0% -0.3%1d -0.3%7d NOVT+13.5% +1.3%1d +2.9%7d APH+13.0% +2.3%1d +1.9%7d ISRG+13.0% -1.1%1d -0.8%7d ARBE+11.0% +1.3%1d +11.0%7d NVDA+10.9% -0.1%1d +3.4%7d BOTZ+9.9% +0.2%1d +1.1%7d JOBY+9.4% -0.1%1d -10.3%7d ROBO+8.9% 0.0%1d +1.6%7d RRE+7.5% -4.4%1d +0.6%7d TEL+6.9% +0.5%1d +1.4%7d TDY+6.6% -0.3%1d -1.9%7d LSCC+5.9% +1.7%1d +3.4%7d KLIC+4.7% +2.7%1d +17.7%7d ADIE+4.0% +0.2%1d +1.7%7d CGNX+4.0% +1.5%1d +3.5%7d ABBNY+3.9% +0.3%1d +1.5%7d SYM+2.7% -0.8%1d +5.7%7d ST+2.2% -0.7%1d +0.3%7d 6324.T+0.1% -0.5%1d +1.6%7d MBLY+0.1% +3.5%1d +5.4%7d FANUY-1.6% +2.2%1d +0.7%7d TKR-2.8% +0.3%1d +5.9%7d BB-2.9% -1.9%1d -1.1%7d RBC-3.1% -0.5%1d +0.2%7d ATOM-3.6% -3.2%1d +1.1%7d SERV-3.7% -1.8%1d -0.6%7d ROK-3.7% -1.1%1d +2.2%7d AMBQ-6.3% +5.2%1d +6.1%7d XPEV-9.8% +4.3%1d +1.8%7d TSLA-10.9% -0.9%1d +2.5%7d RRX-15.6% -0.6%1d +0.7%7d NCTKF-20.8% 0.0%1d 0.0%7d INVZ-38.3% 0.0%1d -5.1%7d MVIS-52.4% -4.0%1d -42.9%7d
@mag7
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MSFT+22.0% -3.0%1d -5.0%7d NVDA+10.9% -0.1%1d +3.4%7d AMZN+5.7% -0.5%1d -6.0%7d MAGS+0.7% -1.3%1d -2.4%7d GOOGL-0.8% -0.6%1d -3.8%7d AAPL-8.4% -0.1%1d -0.8%7d TSLA-10.9% -0.9%1d +2.5%7d META-11.9% -3.5%1d -4.4%7d
@focus
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INFQ+47.5% +4.3%1d +14.4%7d ARQQ+39.8% 0.0%1d +8.9%7d IONQ+34.7% +1.3%1d +10.2%7d RGTI+32.3% -0.8%1d +5.8%7d SNDK+31.9% +8.9%1d +44.3%7d OUST+29.9% -1.2%1d +14.4%7d QBTS+24.8% -1.4%1d +3.4%7d MSFT+22.0% -3.0%1d -5.0%7d MU+19.2% +4.1%1d +17.5%7d QUBT+16.0% +0.4%1d +1.0%7d ARGX+14.8% +16.0%1d +14.1%7d LAES+14.2% -3.6%1d +13.2%7d XNDU+12.6% -2.4%1d +6.7%7d NVDA+10.9% -0.1%1d +3.4%7d NET+10.6% -2.8%1d -1.1%7d PL+8.5% -1.3%1d +5.6%7d AMZN+5.7% -0.5%1d -6.0%7d ILMN+3.5% +1.2%1d +0.7%7d ARM+1.6% -2.9%1d +1.4%7d NTR+1.5% +0.1%1d +3.0%7d GOOGL-0.8% -0.6%1d -3.8%7d AAPL-8.4% -0.1%1d -0.8%7d TSLA-10.9% -0.9%1d +2.5%7d HQ-24.7% -1.1%1d +32.5%7d
@tech-insider-buys
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TEAM+69.7% -2.4%1d +4.3%7d SMCI+58.3% -3.9%1d +21.8%7d MDB+40.5% -4.7%1d +5.3%7d CRDO+39.5% +8.8%1d +17.8%7d ESTC+35.5% -3.7%1d +9.4%7d IONQ+34.7% +1.3%1d +10.2%7d WDAY+32.0% -3.8%1d +3.8%7d PLTR+30.3% -0.9%1d -1.5%7d MRVL+24.2% +5.5%1d +12.4%7d ZS+23.0% +0.5%1d +4.5%7d SNOW+22.8% +0.4%1d -1.4%7d VEEV+22.0% -2.2%1d +1.6%7d MSFT+22.0% -3.0%1d -5.0%7d ANET+19.7% +1.5%1d +5.4%7d INTU+15.3% -2.9%1d +0.3%7d ASAN+14.8% -3.4%1d -4.2%7d NOW+14.0% -5.1%1d -7.6%7d CRSP+13.6% +1.4%1d +1.6%7d CRM+11.8% -2.7%1d -3.3%7d NVDA+10.9% -0.1%1d +3.4%7d NET+10.6% -2.8%1d -1.1%7d CEG+10.2% -1.5%1d +2.9%7d INTC+8.9% +1.0%1d +6.1%7d TSM+8.2% +1.1%1d +3.0%7d BE+8.0% +1.0%1d +10.2%7d ASML+7.9% +2.1%1d +8.6%7d ADBE+7.1% -3.8%1d -6.9%7d AVGO+5.8% -0.1%1d -7.1%7d AMZN+5.7% -0.5%1d -6.0%7d CRWD+5.3% -1.4%1d -5.0%7d PANW+4.8% -2.2%1d -2.4%7d AMD+2.1% -1.6%1d +7.8%7d ARM+1.6% -2.9%1d +1.4%7d GOOGL-0.8% -0.6%1d -3.8%7d FTNT-3.6% -2.6%1d -5.1%7d HUBS-4.0% -4.0%1d -0.3%7d OKTA-4.1% -2.8%1d -5.0%7d DDOG-4.4% -3.2%1d -5.2%7d QCOM-5.6% -2.2%1d 0.0%7d AAPL-8.4% -0.1%1d -0.8%7d TSLA-10.9% -0.9%1d +2.5%7d META-11.9% -3.5%1d -4.4%7d
@bargain-bin
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WDAY+32.0% -3.8%1d +3.8%7d SAP+30.7% -0.1%1d -0.3%7d PLTR+30.3% -0.9%1d -1.5%7d MRVL+24.2% +5.5%1d +12.4%7d ZS+23.0% +0.5%1d +4.5%7d MSFT+22.0% -3.0%1d -5.0%7d ANET+19.7% +1.5%1d +5.4%7d ORCL+16.0% -2.6%1d -2.9%7d INTU+15.3% -2.9%1d +0.3%7d NOW+14.0% -5.1%1d -7.6%7d ISRG+13.0% -1.1%1d -0.8%7d BKNG+12.7% -3.4%1d -3.8%7d CRM+11.8% -2.7%1d -3.3%7d NVDA+10.9% -0.1%1d +3.4%7d NFLX+10.3% -2.7%1d -0.3%7d CEG+10.2% -1.5%1d +2.9%7d TMO+10.0% -0.5%1d -2.3%7d LRCX+9.8% +3.5%1d +12.3%7d CME+9.3% -0.7%1d +1.6%7d ASML+7.9% +2.1%1d +8.6%7d ADBE+7.1% -3.8%1d -6.9%7d DIS+6.0% -3.1%1d +0.3%7d AVGO+5.8% -0.1%1d -7.1%7d AMZN+5.7% -0.5%1d -6.0%7d DPZ+4.1% -3.1%1d -3.6%7d LOWE+4.0% -1.2%1d -1.4%7d UBER+3.5% -1.3%1d -3.9%7d AMD+2.1% -1.6%1d +7.8%7d HON+2.0% -1.9%1d -5.5%7d COST+1.5% -0.8%1d +0.1%7d PEP+0.8% -1.8%1d +0.4%7d DEE+0.5% -1.5%1d -1.5%7d CAT+0.3% +2.9%1d +5.2%7d WMTE+0.1% -0.8%1d +1.5%7d HDE-0.3% -0.3%1d -3.5%7d LULU-0.5% -3.2%1d -9.4%7d GOOGL-0.8% -0.6%1d -3.8%7d MCD-0.8% -2.7%1d -3.0%7d KLAC-3.3% +1.0%1d +6.7%7d QCOM-5.6% -2.2%1d 0.0%7d SPGI-8.9% -2.0%1d -0.1%7d NKE-10.7% -4.0%1d -7.2%7d TSLA-10.9% -0.9%1d +2.5%7d META-11.9% -3.5%1d -4.4%7d TTD-27.9% -5.2%1d +0.2%7d
@insider-universe
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U+56.8% -1.7%1d +5.5%7d MDB+40.5% -4.7%1d +5.3%7d FSLY+40.1% -3.0%1d +4.6%7d ESTC+35.5% -3.7%1d +9.4%7d PLTR+30.3% -0.9%1d -1.5%7d MRVL+24.2% +5.5%1d +12.4%7d ZS+23.0% +0.5%1d +4.5%7d ABNB+22.8% -2.6%1d -2.9%7d SNOW+22.8% +0.4%1d -1.4%7d MSFT+22.0% -3.0%1d -5.0%7d SHOP+20.3% -3.7%1d -4.2%7d ZM+15.8% -0.4%1d -1.5%7d ASAN+14.8% -3.4%1d -4.2%7d NOW+14.0% -5.1%1d -7.6%7d DOCN+13.8% +4.1%1d +4.3%7d CRSP+13.6% +1.4%1d +1.6%7d ISRG+13.0% -1.1%1d -0.8%7d CRM+11.8% -2.7%1d -3.3%7d NVDA+10.9% -0.1%1d +3.4%7d NET+10.6% -2.8%1d -1.1%7d TWLO+10.6% -4.0%1d -8.8%7d NFLX+10.3% -2.7%1d -0.3%7d CEG+10.2% -1.5%1d +2.9%7d TMO+10.0% -0.5%1d -2.3%7d INTC+8.9% +1.0%1d +6.1%7d TSM+8.2% +1.1%1d +3.0%7d BE+8.0% +1.0%1d +10.2%7d ASML+7.9% +2.1%1d +8.6%7d UIE+6.9% +1.9%1d +2.1%7d NTLA+6.2% +1.5%1d +0.6%7d VRTX+6.2% +1.9%1d -1.6%7d SOFI+6.0% +0.1%1d +1.2%7d AVGO+5.8% -0.1%1d -7.1%7d AMZN+5.7% -0.5%1d -6.0%7d CRWD+5.3% -1.4%1d -5.0%7d PANW+4.8% -2.2%1d -2.4%7d MRNA+4.3% +1.8%1d +7.7%7d IBKR+4.2% +2.5%1d +4.1%7d UBER+3.5% -1.3%1d -3.9%7d FSLR+2.8% -3.4%1d -8.9%7d AKAM+2.3% -1.6%1d +4.6%7d AMD+2.1% -1.6%1d +7.8%7d ARM+1.6% -2.9%1d +1.4%7d LLY+0.3% +0.3%1d -3.8%7d BNTX+0.1% -1.6%1d -1.3%7d PINS-0.6% -4.1%1d -5.3%7d GOOGL-0.8% -0.6%1d -3.8%7d AFRM-2.0% -4.9%1d -1.4%7d FTNT-3.6% -2.6%1d -5.1%7d COIN-4.2% +1.4%1d +1.3%7d DDOG-4.4% -3.2%1d -5.2%7d EOSE-5.1% -2.5%1d -3.0%7d QCOM-5.6% -2.2%1d 0.0%7d ENPH-7.0% -4.5%1d -5.5%7d AAPL-8.4% -0.1%1d -0.8%7d TSLA-10.9% -0.9%1d +2.5%7d META-11.9% -3.5%1d -4.4%7d HIMS-12.9% +1.6%1d -9.9%7d RBLX-26.6% -0.8%1d +2.3%7d
@ai-scan
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SMCI+58.3% -3.9%1d +21.8%7d MDB+40.5% -4.7%1d +5.3%7d IONQ+34.7% +1.3%1d +10.2%7d RGTI+32.3% -0.8%1d +5.8%7d WDAY+32.0% -3.8%1d +3.8%7d PATH+31.6% -0.1%1d +2.2%7d SKM+30.5% +3.8%1d +20.1%7d PLTR+30.3% -0.9%1d -1.5%7d STX+26.3% +2.2%1d +24.2%7d QBTS+24.8% -1.4%1d +3.4%7d MRVL+24.2% +5.5%1d +12.4%7d ZS+23.0% +0.5%1d +4.5%7d SNOW+22.8% +0.4%1d -1.4%7d VEEV+22.0% -2.2%1d +1.6%7d MSFT+22.0% -3.0%1d -5.0%7d ANET+19.7% +1.5%1d +5.4%7d MU+19.2% +4.1%1d +17.5%7d SMR+19.0% -2.1%1d +0.1%7d NOW+14.0% -5.1%1d -7.6%7d DLR+13.8% -1.1%1d +3.5%7d T+13.2% -0.8%1d +2.5%7d BBAI+13.0% -1.8%1d -0.6%7d ISRG+13.0% -1.1%1d -0.8%7d WDC+12.3% +5.3%1d +22.3%7d SOUN+12.3% -5.3%1d -5.9%7d CRM+11.8% -2.7%1d -3.3%7d SKHY+11.3% +3.0%1d +26.7%7d NVDA+10.9% -0.1%1d +3.4%7d NET+10.6% -2.8%1d -1.1%7d VZ+10.3% -0.9%1d +2.2%7d CEG+10.2% -1.5%1d +2.9%7d AI+10.0% -2.3%1d -6.8%7d BOTZ+9.9% +0.2%1d +1.1%7d AIQ+9.0% -0.3%1d +0.8%7d ROBO+8.9% 0.0%1d +1.6%7d INTC+8.9% +1.0%1d +6.1%7d TSM+8.2% +1.1%1d +3.0%7d BE+8.0% +1.0%1d +10.2%7d ASML+7.9% +2.1%1d +8.6%7d EQIX+7.6% -0.4%1d +5.2%7d ADBE+7.1% -3.8%1d -6.9%7d BCE+6.9% -0.5%1d +3.6%7d SMH+6.8% +1.1%1d +4.3%7d OKLO+6.7% -1.1%1d -1.4%7d AVGO+5.8% -0.1%1d -7.1%7d AMZN+5.7% -0.5%1d -6.0%7d CRWD+5.3% -1.4%1d -5.0%7d PANW+4.8% -2.2%1d -2.4%7d FSLR+2.8% -3.4%1d -8.9%7d AMD+2.1% -1.6%1d +7.8%7d ARM+1.6% -2.9%1d +1.4%7d CSCO+0.9% +1.1%1d -7.9%7d GOOGL-0.8% -0.6%1d -3.8%7d TEM-1.6% -0.9%1d -6.2%7d NEE-2.9% 0.0%1d +1.8%7d FTNT-3.6% -2.6%1d -5.1%7d TAC-4.2% -0.6%1d +3.6%7d DDOG-4.4% -3.2%1d -5.2%7d EOSE-5.1% -2.5%1d -3.0%7d QCOM-5.6% -2.2%1d 0.0%7d VST-6.0% -1.4%1d +2.3%7d TMUS-6.4% -1.4%1d +1.1%7d ENPH-7.0% -4.5%1d -5.5%7d TSLA-10.9% -0.9%1d +2.5%7d META-11.9% -3.5%1d -4.4%7d RUN-17.1% -3.5%1d -0.4%7d SEDG-42.4% -5.0%1d -4.5%7d

Desk commentary

Authored analysis and challenge notes tied to NVDA.

3

Next earnings NVDA reports in 8 days Aug 26

Last report May 20

Reported the quarter ending 2026-04-26: revenue $81.61B, diluted EPS $2.39, net income $58.32B (SEC filing). Across the print the stock moved -0.5% (close before → first close after).

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 9 quarters · newest report May 20 · projection Aug 17

Result
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
Aug 28 '24 0.640.68+5.7%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.

1 graded revenue quarter · 8 guidance lines below · newest filing May 20

Guided rangePrintedvs guidedResult
May 20 Revenue$89.2B – $92.8Bnot graded yet—Not graded
May 20 Gross margin73.9% – 75.9%not graded yet—Not graded
Feb 25 Revenue$76.4B – $79.6Bnot graded yet—Not graded
Feb 25 Gross margin73.9% – 75.9%not graded yet—Not graded
Nov 19 '25 Revenue$63.7B – $66.3Bnot graded yet—Not graded
Nov 19 '25 Gross margin73.8% – 75.8%not graded yet—Not graded
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 · Aug 17

NVDA research tape

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

scan Monster Scan — 2026-08-17 Pick CME and Silicon Data will list GPU-rental futures on October 5 scan NVDA Ecosystem Scan — August 14, 2026 scan 2026-08-14 AI Infrastructure Scan scan 2026-08-14 AI Scan
Types
Aug 17 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 Deep Dive NVDA Deep Dive
NVDA
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
NVDAMUSNDKSPCX
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
ALKALLYAMDARKWAROCARWMXLARM +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
ABNBADIEAMGNAMVMFANDEAPOMXLARM +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
ABNBADIEAMGNAMVMFANDEAPONVDAARM +4 more
Jul 20 Market Brief The Bounce Meets the $90 Barrel
ABBNYAMBQAMDAMTARCBARKQGEMETA +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'
BABAENVDA#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 Article Status
SPYQQQIWMDIAXLVNVDAGOOGLAMZN +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 26 Article Actions Daily Digest
GOOGLAAPLAMZNNVDAARMNETMUSNDK +4 more
Jun 25 Article Where the Entries Are
GOOGLAMZNAAPLNVDAAVGOCRWDASMLALAB +4 more
Jun 25 Article Actions Daily Digest
GOOGLAMZNAAPLNVDAAVGOMUSNDKCRWD +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)
SPCXNBISCRWVCORZIRENAPLDNVDAMSFT#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 Article Status Report — June 16, 2026 (PM RE-RUN)
VOOSPYQQQMSMHVIXYVXXGLDTLT +4 more
Jun 16 Article Daily Actions — June 16, 2026 (PM RE-RUN)
ADBEAGROAMZNARMARKXASMLAVGOBNO +4 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
SPCXCRMIGVWCLDNETPLTRSHOPAMZN#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
SPCXECHONVDATSMSEIGEVTSLAGOOGL#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
SPCXTSLAECHOASTSRKLBNVDAINTC#spacex-ipo-liquidity-event#ai-power-bottleneck
Jun 3 Investigation SpaceX net-flow model — forced passive index demand vs staggered lockup supply (parametric)
SPCXNVDAMSFTGOOGLAMZNSPYQQQIWM#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
SPCXNVDAMSFTGOOGLAMZNINTCTSLANBIS#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
SPCXNVDAMSFTAMZN
Jun 2 Investigation Large IPO winners — the positive base rate: which big IPOs did NOT drop for a decade, and what they shared
SPCXNVDAAMZNGOOGLMSFTNFLX#spacex-ipo-liquidity-event
Jun 2 Forum Hacker News — Giga-IPOs index-inclusion discussion (Economist thread) — forum-thread
SPCXNVDAAAPLMSFTSPYQQQIWM
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
SPCXQQQSPYNVDANBISCRWVCORZIREN#spacex-ipo-liquidity-event +1 more
Jun 2 Analysis Thread: AI mega-IPO / Fast Entry liquidity regime
SPCXNVDAMSFTGOOGLAMZNMETANBISCRWV#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
SPCXNVDAMSFTGOOGLAMZNMETASPYQQQ +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 Article Daily Actions — May 29, 2026 (R31-A EOW)
AIAMDAMZNAPDARMBRBRBTCBTC-USD +4 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
SPCXGOOGLAMZNMSFTORCLNVDAAVGONBIS#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 23 Article Daily Actions — May 23, 2026 (R30-A Phase 4)
AIALABAMDAMZNANETARMASMLBB +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
SPCXNVDAMSFTGOOGLAMZNMETA
May 4 Article Cambrian Thesis — AI supply chain 2x2
NVDAAVGOMUAMKRFNCRDOALABCLF#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
SIVETSEMNVDAAVGO#optical-supercycle
May 3 Article AI Power — Week in Review (Apr 27 – May 3, 2026)
GEVBEETNMPWRAOSLVICRBESIYPOWI#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#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
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Apr 11 Source LITE: InP Factory Acquisition + 2028 Capacity Sellout — @RichTerry123
LITENVDACOHRCIEN
Apr 11 Source Follows Roundup
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Apr 10 Article Status Report
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Apr 10 Source AI Chip Picks & Shovels Portfolio — @pepemoonboy
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Apr 10 Scan NVDA Ecosystem Scan
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Apr 10 Deep Dive NVDA Deep Dive
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Apr 10 Update Mag7 Candidates
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Apr 10 Source LITE: The EML Laser Bottleneck for AI Data Centers — @KawzInvests
LITENVDA
Apr 10 Archive The War Perspective
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Apr 10 Scan Insider Scan
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Apr 10 Scan AI Scan
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Apr 10 Scan AI Infrastructure Scan
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Apr 10 Update AI Infrastructure Candidates
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Apr 10 Article Daily Actions
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Apr 3 Scan Tech Insider Buys Scan
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Apr 3 Scan NVDA Ecosystem Scan
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Apr 3 Deep Dive NVDA Deep Dive
NVDA
Apr 3 Update Mag7 Candidates
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Apr 3 Scan AI Scan
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Apr 3 Update AI Infrastructure Candidates
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Mar 31 Scan Tech Insider Buys
AAPLADBEAMDAMZNARMASANASMLAVGO +4 more
Mar 31 Scan NVDA Ecosystem Scan
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Mar 31 Deep Dive NVDA Deep Dive
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Mar 31 Scan Monster Scan
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Mar 31 Update Mag7 Candidates
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Mar 31 Scan Insider Universe
AAPLAKAMAMDAMZNARMASANASMLAVGO +4 more
Mar 31 Scan Bargain Bin
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Mar 31 Scan AI Scan
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Mar 31 Article Daily Actions
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Mar 26 Scan Tech Insider Buys
ADBEAMDASANCRMDDOGGOOGLMETAMSFT +4 more
Mar 26 Scan NVDA Ecosystem — Supply Chain Health
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Mar 26 Scan Monster Scan
AAOIACLXADEAAEISAEMAGIAGXAHG +4 more
Mar 26 Update Mag7 Candidates
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Mar 26 Scan Insider Universe Scan
AAPLABBVADBEAKAMAMDAMZNARMASML +4 more
Mar 26 Scan Bargain Bin
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Mar 26 Scan AI Sector Scan
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Mar 26 Scan AI Infrastructure Scan
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Mar 26 Article Daily Actions
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Mar 24 Scan NVDA Ecosystem Scan
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Mar 24 Deep Dive NVDA Deep Dive
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Mar 24 Update Mag7 Candidates
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Mar 24 Scan Insider Scan
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Mar 24 Podcast Dumb Money Live — End of War Trades
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Mar 24 Scan AI Scan
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Mar 20 Scan NVDA Ecosystem Scan
ARMASMLAVGOMRVLMUNVDASMCITSM +1 more
Mar 20 Scan Monster Scan
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Mar 20 Update Memory/Semis
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Mar 20 Update MAG7 (Big Tech)
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Mar 20 Scan Insider Scan
ABBVADBEAMDAMZNARMASANASMLAVGO +4 more
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Mar 20 Article Daily Actions
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Mar 13 Archive The War Perspective
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Mar 13 Scan Tech Insider Buys
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Mar 13 Scan NVDA Ecosystem
AMDAMKRARMASMLAVGOCEGENPHEOSE +4 more
Mar 13 Deep Dive NVDA (Nvidia Corp)
NVDA
Mar 13 Scan Monster Scan
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Mar 13 Update Memory/Semis
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Mar 13 Update MAG7 (Big Tech)
AAPLAMZNGOOGLMETAMSFTNVDATSLA
Mar 13 Scan AI Scan
AAPLADBEAMDAMZNANETARMASMLAVGO +4 more
Mar 13 Article Daily Actions
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Mar 12 Scan Tech Insider Buys Scan
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Mar 12 Scan NVDA Ecosystem Scan
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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
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Mar 12 Scan AI Scan
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Mar 12 Article Daily Actions
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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
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Mar 10 Scan Tech Insider Buys Scan
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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
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Mar 10 Scan AI Scan
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Mar 10 Article Daily Actions
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Mar 4 Scan Tech Insider Buying Scan
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Mar 3 Scan NVDA Ecosystem Scan
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Mar 3 Deep Dive NVDA - Nvidia Corp Deep Dive
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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
ADBEAMDAMZNARKKARMASEASANASML +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
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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
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Feb 22 Article Daily Actions
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Feb 16 Scan NVDA Ecosystem Scan
AMDARMASMLAVGOLOWEMRVLMUNVDA +1 more
Feb 16 Update MAG7 (Big Tech)
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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
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Feb 5 Update AI Infrastructure
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Feb 5 Article Actions & Alerts Log
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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
AAPLAMZNARKXASEASMLBECRSPCRSR +4 more
Feb 1 Update MAG7 (Big Tech)
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Feb 1 Update Portfolio - AI Infrastructure
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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
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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