📊🔥🚀 🎯💎⚡️ $NVDA volatility mispricing collides with export thaw, AI infrastructure cycle re-arms ⚡️💎🎯🚀🔥📊
@Barcode:
$NVIDIA(NVDA)$ $Advanced Micro Devices(AMD)$ $Meta Platforms, Inc.(META)$ I’m positioning for a structural shift in AI leadership where implied volatility has fallen below realised movement while export headwinds ease, hyperscaler capex accelerates, and $NVDA trades red against a green semiconductor backdrop because forced deleveraging is giving me a precise accumulation zone. Implied volatility is discounted. Earnings momentum is not. Flow regime is turning. $NVDA volatility edge, policy détente, and capital rotation Immediate Market Read: Volatility risk premium printed minus 2.0% on 04Dec25 with a 3-month percentile of 8.06%. IV curve underprices realised volat