NVDA
Latest take · Tue Sep 29, 2026
“I bought NVIDIA, I started buying around like the 208 level, I still have my calls... I'm still long”
Every time it came up
- Tue Sep 29, 202626:05LongHoldingOptionsHigh conviction
“I bought NVIDIA, I started buying around like the 208 level, I still have my calls... I'm still long”
The host is long NVDA calls bought near 208, nothing has changed, and the buyback signals management sees the stock as cheap with good cash flow visibility.
All Eyes on Macro, NVDA Buybacks, and Trading Updates$231.49at the call−0.5%since - Tue Sep 29, 202620:36Mention
“the video announcing a massive, I mean like, 130 to $100 billion buyback program”
NVIDIA announced a large buyback program, a $250B total with roughly $125B added.
All Eyes on Macro, NVDA Buybacks, and Trading Updates$231.39when said - Tue Sep 22, 20261:14:36Mention
“And then where is Nvidia? And video back close towards like post earning highs.”
NVIDIA is recovering toward post-earnings highs alongside other AI names.
META All Time High, Kalshi Drama, and Crypto is in a BULL MARKET plus Trading Updates$236.10when said - Thu Sep 17, 202656:30LongHoldingHigh conviction
“especially in the AI trade is like, all right, it like has the thesis changed? No, all right, stay long... NVIDIA is a good structural business long-term in my opinion”
Staying long the AI trade and NVIDIA, a well-covered structural business, rather than rotating into high-beta names.
SEC Approves Tokenized Stocks, Arc Mainnet, and Market News and Trading Updates$219.28at the call+5.1%since - Thu Sep 17, 202613:02Mention
“I looked at NVIDIA and NVIDIA closed the gap from Friday... now it's fully closed the gap.”
NVIDIA fully closed its Monday gap down, suggesting the market misread slowing frontier news.
SEC Approves Tokenized Stocks, Arc Mainnet, and Market News and Trading Updates$219.39when said - Tue Sep 15, 202615:32Mention
“I do think this really only affects NVIDIA in my eyes at a larger scale.”
An AI slowdown would hit next-gen compute and chipmakers more than memory, with NVIDIA seen as the most affected.
AI Slowdown, Fed Rate Decision & Clarity Act | Market & Trading Updates$212.58when said - Thu Sep 10, 202626:41Mention
“I think NVIDIA to me, you know, it's pulling back. This was like the post earnings low.”
NVIDIA is pulling back on antitrust news around its Groq acquisition, which is seen as likely a nothing burger.
Robinhood Drama Market News and Trading Updates$218.30when said - Tue Sep 8, 202610:50LongHolding
“my big AI trades on right now are Micron, Nebbius, NVIDIA and Sunrise Technology”
Holds NVIDIA as a longer-term AI position.
AI Trade is Back On, Equity Pairings are Just Memes, and the $70M $PONS Short Trade$227.99at the call+1.1%since
Pulled from each episode automatically and priced by Indeix at the moment it was said. Not investment advice.