Short NVDA due to valuation; believes 58% net profit margin is unsustainable.
Bearish
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The Acquirers PodcastPublished Sep 19 · 1 passage
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We don't have any direct investments except for a very small short position in Nvidia, which is based solely on valuation, and the idea that I do n't think they are able to maintain a net profit margin of 58%, especially as this has evolved , but you know, as a user.
What this channel has said about $NVDA
The Acquirers Podcast has only this one call on this stock.
2026-09-19BearishThis one
We don't have any direct investments except for a very small short position in Nvidia, which is based solely on valuation, and the idea that I do n't think they are able to maintain a net profit margin of 58%, especially as this has evolved , but you know, as a user.