$NVDA 20260701 195.0 PUT$ Play

$NVDA 20260701 195.0 PUT$ Playing safe since I have no capital 🙂

Nvidia Drops 2.3% a Week Before Earnings — 50% Upside or Bubble?

Nvidia −2.34% Tuesday, a week out from August 26 earnings. BofA sees roughly 55% upside after pricing in AI risk, and notes institutions are still underweight — unusual, in a week when memory and second-tier compute are called crowded trades. The bear case is financing: Nvidia is backing about $105bn of lease guarantees for OpenAI's Ohio data center, which Gundlach likened to "bonds collateralized by bananas"; Huang denies it is circular. On competition, Cerebras claims the fastest accelerator and Groq raised $350m. Add before earnings, wait for the minutes, or rotate to Broadcom?

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