in postNVDNVDASHORTFIRST CALL

“Nvidia looking like a great short right about now. Rubin ramp looking shaky, networking revenue looking garbage, TPU ramping, more & more ASIC-X coming to marke”

Rubin GPU delays, weakening networking momentum, and rising ASIC/TPU competition converge to pressure Nvidia's premium valuation

NVDNVDASHORT@ $190.34

$199.58-4.86%

since call Jun 25

peak +1.3%

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