Nvidia (NVDA) on The Desk
3 Tuesday Target write-ups on Nvidia (NVDA), newest first. Closed trades show their result.
- Nvidia (NVDA): The Memory Cartel Cracks While Everyone Watches Iran26 May 2026 · Tuesday Target 22/52Why cheap Chinese DRAM out of Hefei matters more to Nvidia than Iran headlines, and how a hated rally shapes the options structure.What came of it: The Trade Alert on NVDA closed on 24 July 2026, after 56 days, at +5.3% on the capital at risk.
- NVIDIA (NVDA): Refund Cheques Meet the Software Assassins24 February 2026 · Tuesday Target 9/52Why a struck-down tariff turns into stimulus, why AI is hunting software incumbents, and what a gamma-free tape means for Nvidia earnings options.
- Nvidia (NVDA): Printed Dollars Against a Grid That Can't Keep Up30 December 2025 · Tuesday Target 1/52How price-capped power auctions and fast money growth prop up the AI capex cycle, and what that means for holding Nvidia (NVDA) through options.
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