Results for $NVDA

NVIDIA Corp

Trade ideas

$NVDALONGLive

+12.44%

+1.5R

StopEntryTarget

108.50118.20146.00

R:R

2.87

Risk

8.2%

To target

9.9%

To stop

18.4%

HBM supply is the real constraint; demand visibility extends through next fiscal year. Holding the core, trimmed a tranche into strength.

Open 23d · since Jun 18· 1 updateRead the thesis

Author holds NVDA. Not financial advice.

AI Compute — CoreLive book

+23.28%

NVDA

26%+14.20%

TSM

19%+8.10%

AVGO

14%+5.30%

ASML

12%−2.00%

11%+9.40%

6 positions · USDSee the full book

Real positions held by the author, updated on publish. Not financial advice or a recommendation.

Everyone

Reminder: the AI ceiling is HBM, not GPUs. Memory qualification cycles are long and packaging is its own bottleneck. $NVDA $MU

High-bandwidth memory is the real constraint on AI compute. Here's the supply map.