12 Nov, 12:03

Long entry on PLTR amid Nvidia uncertainty

Bullish-2.56%

AI Summary

Author initiated a long position in PLTR while adopting a wait-and-see approach on the broader Nvidia ecosystem pending leadership decisions at Nvidia.

No trades today, just bought some PLTR. For others, we need to wait for Nvidia's board decision. If Jensen Huang is reappointed: positive If Jensen Huang leaves, holding AVGO or AMD should be fine. Honestly, let's avoid buying NBIS, CRWV, and other companies deeply tied to Nvidia for now. I'm also curious how the market will digest Jensen Huang stepping back from the scene.

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