$NVDA 20261120 195.0 PUT$
Closed options at about 87% R.P&L
NVIDIA (NVDA) — Recent Bullish vs Bearish News
Bottom line: News flow over the past few weeks is skewed bullish on price action and demand signals (record highs, market cap back above $5.7T, buyback expansion, new product launches), while the bearish case is concentrated on valuation debate, margin pressure, customer self-designed chips, insider selling and export-control/legal headlines. The two sides are not really about whether business is strong — they are about whether the AI capex cycle is sustainable.

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