u/YourPalJake

1 thesis · first seen Oct 20, 2026
WindowThesesResolvedWinsWin rateAvg returnMedian return
1d111100%-4.6%-4.6%
3d111100%-4.6%-4.6%
1w1100%+0.2%+0.2%
1m111100%-1.2%-1.2%
3m000———
6m000———
1y000———

Past performance does not predict future results. Informational only, not investment advice.

Thesis history

$NVDAr/wallstreetbetsDiscussionbearish
u/YourPalJake · 58d agono track record yet

Supply constraints Nvidia

Nvidia faces near-term supply constraints (70% fulfillment) combined with rising political backlash against data center buildouts in the US and abroad. Political risk, rising bond market strain, and poor IPO outcomes for AI startups could trigger a major correction before year-end, with cascading effects across the market.

At post $227.73Now $210.96-7.4% since postedas of Oct 23, 4:45 PM ET
1d-4.6%
3d-4.6%
1w+0.2%
1m-1.2%
3m—
6m—
1y—
original post →

End of results.