NVDA#311
Thesis
NVDA is America's national champion in AI; 800V DC and CPO architectural shifts secure NVDA's supply chain dominance
Original post text
If you haven't noticed too with my other investment themes with 800V DC and CPO recently. It's investing in $NVDA, America's national champion in AI, and securing their supply chains.
🐂 Bull Case
- Revenue growth of 85.2% accelerating; if maintained, supports premium valuation
🐻 Bear Case
- Market-wide risk-off or sector rotation could pressure the stock
🚫 Invalidation
Price closes below SMA200 (188.9) on above-average volume
Break Conditions
- Price closes below SMA200 (188.9) on above-average volume
- Core thesis invalidated if NVDA is America's national champion in AI; 800V DC and CPO a proves incorrect
Metadata
T0 Price: $202.61
Created: 2026-06-11 18:34:33
Scored: 2026-06-11T18:35:28.831100+00:00
Updated: 2026-06-11T18:35:28.831115+00:00
Theme: Co-Packaged Optics