NVDA earnings are soon. check my portfolio exposure
you’re ~10% exposed to NVDA and up ~20% on the position.
expectations are high. analysts are bullish, and NVDA beat by ~30% in each of the last 3 quarters
anything else i should watch?
GOOGL earnings are next week. looks strong too
monitor both for me
done, i’ll text you if anything important changes
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Ecomerate9:02 AM
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482 910
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I own 50 NVDA at $120
Saved: 50 NVDA at $120
bought 10 more, now 60 at $125
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added more NVDA. thesis is blackwell demand + datacenter capex
noted 🫡
Today 9:41 AM
wait why did i buy NVDA again 😭
blackwell demand + datacenter capex, u told me back in august
both still hold and ur up ~20% since
Deep analysis
Ask for the full thesis. Get the research note.
Ecomerate writes the note: your position, the bull and bear case, and the quarters behind it. Delivered as a PDF, right in the thread.
Ecomerate research · Example
NVIDIA (NVDA)
Research note · 21 Sep 2026
Your position~10% of portfolioSince first buy+20%
EPS vs. estimate, last 3 quarters
Q1Q2Q3
Beat by ~30% each quarter
Bull case
Bear case
What would change the view
write me a deep thesis on NVDA
yep, on it
done. blackwell demand, ur cost basis and the last 3 quarters
NVDA-research-note.pdfPDF document
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