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Update posted· 2m

86

Process score

out of 100

ÁJ

Ása@asaOpen

$NVDA↗ Bullish

Long TermHigh conviction

Datacenter capex is still early. Hyperscalers keep raising guidance and supply stays the bottleneck, not demand.

What would make me wrong

Two straight quarters of hyperscaler capex cuts, or gross margin below 70%.

Entry

$118.40

Locked

Sep 26, 2026 · 14:02 UTC

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