Investing / Technology
Add as a preferred source on GoogleAll three were three-times-leveraged long positions. Nvidia and Micron together totaled $12.56 million.
Sandisk made up about 61% of the value of three leveraged chip positions disclosed by @XXAntiWar on Nov. 11.
At $12.56 million combined, the Nvidia and Micron positions were $7.23 million below Sandisk's $19.79 million valuation. They were listed at $7.49 million and $5.07 million, respectively.
All three were long positions carrying three times leverage.
Advanced Micro Devices, ALAB and Nvidia also fell Thursday; SanDisk dropped 17.09% on Nov. 5.
Analyst Tristan Gerra said large cloud companies’ AI capital spending could grow by 40% or slightly less in 2027. Morgan Stanley kept its Overweight rating after removing Nvidia from its Top Pick list.
CNBC reported a board meeting was underway, while Nvidia’s public statements describe an investigation and express confidence in Huang.
