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Track Record / NVDA

NVDA Called Jun 28, 2026
at $192.53
▲ Bullish +0.8% over 1 week
Reference price
$192.53
Horizon
1 week
Confidence
55% (derived)
Scores on
Jul 5, 2026
HIT
Scored HIT · realized +2.6%
Reference price
$192.53
Price at horizon
$197.50
Realized move
+2.6%
Scored Jul 5, 2026 by the fixed public rule: a directional call is a HIT only if the realized move went its way beyond a ±1% dead band, a MISS if it went against, and FLAT inside the band. Called +0.8%; realized +2.6%.

The Call

AI/Semiconductor king at $192.53 — trailing 19% off 52w high; elite margins but insider selling heavy and forward P/E re-rates risk looms

Base-case reasoning

Consolidating near support after -1.6% session; range-bound $188-$199 likely absent macro catalyst

Bull & Bear

▲ Bull

AI capex cycle accelerates; Blackwell ramp exceeds estimates; macro stabilizes. Multiple re-rates to 45x forward.

▼ Bear

Macro shock, export restrictions expand, or hyperscaler capex pause triggers multiple compression to 25x forward.

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