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37d · 1 min read
NVDA consolidated 18% off highs over 6 weeks. The thesis is unchanged: Blackwell is the primary AI infrastructure chip through 2026 and demand is capacity-constrained. The consolidation was multiple compression, not fundamental deterioration. Re-entered full position at $118.40. Target unchanged: $185.
No position disclosed.
This is not financial advice. For informational purposes only.
Based on publicly available information and contributor analysis.
This content is for informational purposes only and should not be considered financial advice.
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