NVDA#321
Thesis
NVDA driving 800V DC and CPO architectural shifts which are inevitable despite market skepticism; $5T company forcing industry transition
Original post text
TLDR: NVDA $5T company forcing shift to 800V DC and CPO. Market doesn't trust Nvidia, selling everything. But the architectural shift is inevitable.
🐂 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 driving 800V DC and CPO architectural shifts which are proves incorrect
Metadata
T0 Price: $202.61
Created: 2026-06-11 18:34:41
Scored: 2026-06-11T18:35:35.983576+00:00
Updated: 2026-06-11T18:35:35.983592+00:00
Theme: Co-Packaged Optics