$NVDA: Record buyback. Rate pressure remains.
NVIDIA expanded its buyback authorization by a record $150B, while Treasury yields near 24-year highs pressure growth valuations.
Track the current KOL split on Astros Plaza:
🟢 85% Long
Featured:
@Invest_Brandon,
@jimmyhuli,
@ParadisLabs
🔴 15% Short
Featured:
@Michael_Liu93,
@GodotSancho,
@DL_W59
A record vote of confidence—but the market is still debating how much macro and competitive risk is priced in.
Which thesis holds up?