NVDANVIDIABearishNVIDIA
9/10/2026 on
Huh…?! In the LTM $NVDA’s “Investments” increased $83B on an increase in Retained Earnings of $131B. That ain’t 100-1, even using AI math. https://t.co/HwswuQk2xn
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Cite asCryptoQuant has tracked the directional calls on NVDA by @RealJimChanos on X since Apr 2025: not yet scored on NVDA (as of Nov 11, 2026).
3 NVDA calls on record, a thin history.
Relative view by default: fewer than 30 NVDA calls or days on record.
Sentiment timeline shows relative sentiment within this analyst's history. A perma-bull showing 8 bullish : 2 bearish in a bear market sets that as their baseline. If you notice any errors, claim @RealJimChanos to submit corrections.
Hover the chart to read the thesis of that period · click a day to pin it
Huh…?! In the LTM $NVDA’s “Investments” increased $83B on an increase in Retained Earnings of $131B. That ain’t 100-1, even using AI math. https://t.co/HwswuQk2xn
View original →Then why not rent them out yourself? Or simply keep raising prices? $NVDA https://t.co/g4lZCGe5gr
View original →These deals are simply financial engineering to allow $NVDA a bigger share of the GPU leasing economics, using other companies as cut-outs. Not a good development for the neoclouds. $NVDA holds all the cards here. https://t.co/YovNTYYhY3
View original →So if that’s the case, why won’t $NVDA simply lease the chips out themselves…?! Lease them for 3-5 years, then sell them at residual value. https://t.co/40ksnperWa
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