Felix Wang, CFA(@HedgeyeTech):Good thing we got out of $NVDA 2 weeks ago before it started cracking. Embarrassing day for Jensen. If he is out of his own company, it will have ramifications for the entire global supply chain and export controls.

Felix Wang, CFA

@HedgeyeTech

MD @ Hedgeye; AI/Frontier Tech, Semis, China, $AAPL $NVDA $AVGO $MSFT $CRWV $NBIS, OpenAI, Anthropic, Deepseek $BABA $VRT $SE $AVGO $MELI Not Investment Advice

参加 May 2009

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Felix Wang, CFA@HedgeyeTech

2026.11.09 13:08

Good thing we got out of $NVDA 2 weeks ago before it started cracking. Embarrassing day for Jensen. If he is out of his own company, it will have ramifications for the entire global supply chain and export controls.