in postNVDNVDASHORTFIRST CALL

“80% of global fund managers said in early June that "long global semiconductors" is the most crowded trade, according to a BofA survey.”

Semiconductors hit near-record 80% crowding in BofA FMS — extreme positioning historically precedes mean-reversion selloffs

NVDNVDASHORT@ $207.75

$199.70+3.88%

since call Jun 18

peak +9.5%

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