amit
2025.12.08 15:06

$NVIDIA(NVDA.US)

bought back every single short call I had on Nvidia two weeks ago around $170-$175

all for slight profits, some were as deep as Dec 2027

I am letting these shares ride naked now as I do think by end of year we get near $200…

after those earnings, we should be there, but the bubble concerns are what’s holding her back

another beat and raise quarter might make it undeniable but the longer it stays in the $180s, the more attractive the forward multiples look if you believe they will put up that EPS growth

Source: amit

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