u/YourPalJake

1 thesis · first seen Sep 4, 2026
WindowThesesResolvedWinsWin rateAvg returnMedian return
1d111100%-4.6%-4.6%
3d111100%-4.6%-4.6%
1w1100%+0.2%+0.2%
1m000
3m000
6m000
1y000

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

Thesis history

$NVDAr/wallstreetbetsDiscussionbearish
u/YourPalJake · 13d agono track record yet

Supply constraints Nvidia

Nvidia faces structural headwinds from political backlash against data center buildout and power consumption concerns, combined with slowing capex deployment despite supply-chain efforts. Multiple catalysts—bond market stress, failed IPOs of AI competitors, and local policy pushback—could trigger a significant correction in AI chip demand before year-end.

At post $227.98Now $225.73-1.0% since postedas of Sep 8, 4:30 PM ET
1d-4.6%
3d-4.6%
1w+0.2%
1m
3m
6m
1y
original post →

End of results.