Best $NBIS Trader of 2026 1/4 Yard AUM | Professional L/S PM Former K-1 Fighter See Pinned Tweet for Alpha
An Exceptional Success Story
Joined July 2020
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Pinned Tweet
Midterms. End of year. Stocks up 100s of % YTD.
This is the time to panic.
This is the time to take profit.
If you somehow don’t have profit why are you even in the AI trade? Go buy $VOO
Stock Printer retweeted
Important quote from today's $NBIS shareholder letter:
"Which sources we draw on, and when, is our decision: further prepayments, additional asset-backed financing, our balance sheet, corporate-level debt or equity... we also choose how much external capital we need and when... we raise when the cost and the timing are right, and are not reliant on any single route to fund 2027.”
Guess she edged out Jensen for the award
CEO of the Year has a nice ring to it.
Congratulations to AMD Chair and CEO @LisaSu on this well-deserved recognition from @YahooFinance! 👏
yhoo.it/4kdfEYI
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IT IS SO OVER $NVDA
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Colette Kress is worst case scenario.
It’s a signal from the board that this stock is dead.
Why they did this. Why not put the Kuda guy? Idk. I really don’t see the value of having a woman’s face when the scandal was caused by Jensen banging them.
It’s over for $NVDA
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Maybe the craziest coordinated attack on a company in the history of finance.
We’ve seen how Jensen handles the good times now let’s see how he handles the bad times.
This is when warriors are made.
Lutnick and NVIDIA are losing influence in Washington.
"The Commerce Department is finalizing a long-awaited rule that will prevent Chinese AI firms from remotely accessing advanced AI chips through data centers in other countries, according to two people familiar with the process."
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Stock Printer retweeted
We believe if Jensen was removed as CEO, Nvidia is worth a lot less (25%-30%) as a company/stock and would change the future direction of the company and create a dramatically different competitive environment around AI GPUs globally especially for China. ~15% chance he removed (as of now) in our view
Sounds like a lot of capital is going to be looking for a new home in 2027.
Maybe with someone whose returns were hitting high of year while these funds were blowing up 🤔
Stock Printer retweeted
BREAKING: A mystery seller is trying to dump about $500 million in data center loans all at once, per Bloomberg, days after the midterms raised doubts about many projects.
The anonymous seller is auctioning a dozen loans, including a $25 million piece of financing for a huge Stargate site in New Mexico, the joint project of OpenAI, SoftBank and Oracle.
Oracle has already sent that site’s developer a force majeure notice, a legal claim that events beyond its control may excuse it from its obligations.
This guy is a good trader. You can just tell.
I mean that genuinely.
The time to panic was October 16th when I made the pinned tweet. Today is November 5th.
The funds blew up. It’s time to scavenge the loot from their carcasses.
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Fully out of my $NBIS short for a massive profit.
Just bought calls for next week through earnings for pennies on the dollar.