#$nvda

Quite the Friday night news dump. 🙄 $NVDA $ORCL

Friday night news dump: “.. The revised plan would lower the size of Nvidia’s financial guarantee from $250 billion to less than $120 billion, a change made to address investors’ concerns about the chipmaker’s risk exposure ..” @wsj.com $NVDA www.wsj.com/tech/nvidia-...

Four-byline alert: 🚨 “.. With slow progress on the complex deals” with Goldman/Blackstone/Apollo, Jensen Huang, decided to change tack: He went public ..” 👀 $NVDA www.bloomberg.com/news/article...

Dragoneer Investment Group just filed its Q2 2026 13F. 🐋 Managed by Marc Stad · $2.8B across 12 holdings 🟢 Bought: $SPCX, $AMD, $AMZN, Innio NV +1 more 🔴 Sold: $NVDA, $CPNG, $META, $CVNA +8 more

D1 Capital Partners just filed its Q2 2026 13F. 🐋 Managed by Daniel Sundheim · $34.8B across 55 holdings 🟢 Bought: $SPCX, $JCI, $META, $SHW +33 more 🔴 Sold: $KNX, $AVGO, $NVDA, $XPO +22 more

Windacre Partnership just filed its Q2 2026 13F. 🐋 Managed by Snehal Amin · $10.1B across 11 holdings 🟢 Bought: $TDG, $ROP, $EXPE, $SAP +2 more 🔴 Sold: $AMZN, $TSM, $PRM, $NVDA

H&H International Investment just filed its Q2 2026 13F. 🐋 Managed by Duan Yongping · $19.1B across 18 holdings 🟢 Bought: $BRK-B, $PDD, $BABA, $DIS 🔴 Sold: $NVDA, $AAPL, $GOOG, $TSLA +5 more

SRS Investment Management just filed its Q2 2026 13F. 🐋 Managed by Karthik Sarma · $10.8B across 33 holdings 🟢 Bought: $CRDO, $COHR, $RBLX, $FRMI +18 more 🔴 Sold: $AMD, $ABNB, $TPR, $NVDA +7 more

Alkeon Capital Management just filed its Q2 2026 13F. 🐋 Managed by Panayotis Sparaggis · $74.1B across 203 holdings 🟢 Bought: $QQQ, $NVDA, $AMD, $AMAT +40 more 🔴 Sold: $QQQ, $NVDA, $TSM, $AAPL +37 more

Third Point just filed its Q2 2026 13F. 🐋 Managed by Daniel Loeb · $4.7B across 43 holdings 🟢 Bought: $WBD, $GOOGL, $KEYS, $XYZ +28 more 🔴 Sold: $META, $TDS, $GLD, $NVDA +9 more

Situational Awareness just filed its Q2 2026 13F. 🐋 Managed by Leopold Aschenbrenner · $20.2B across 26 holdings 🟢 Bought: $MU, $SNDK, $TSM, $NBIS +12 more 🔴 Sold: $SMH, $NVDA, $ORCL, $BE +22 more

Citadel Q2 13F Just Dropped AUM up 41.5% → $875.1B Top: $SPY Call, $QQQ Put/Call, $MU Put/Call, $TSLA Call, $NVDA Call New: SpaceX (equity + options), Cerebras, $MEM Heavy index + memory options activity #Citadel #KenGriffin #13F NOT FINANCIAL ADVICE. DYOR

AMD Trades at 63x Forward Earnings, While Nvidia Trades at 24x. History Says This Is the Better Buy. | The Motley Fool (fool.com)

$AMD 515 $NVDA 225 www.fool.com/investing/20...

BREAKING: $NVDA 13F Update Owns: $INTC $30B $SPCX $21B $CRWV $4.6B $COHR $3B $NOK $2.2B $SNPS $2.1B Massive stakes in Intel & SpaceX @nvidia #NVDA #13F #INTC #SpaceX NOT FINANCIAL ADVICE. DYOR

Nvidia Jetson chip found in Russian cruise missile, Ukraine claims — presence in S-71 'Monochrome' weapon may indicate use of AI tech (share.google)

$NVDA Jetson chip found in Russian cruise missile, #Ukraine claims — presence in S-71 'Monochrome' weapon may indicate use of #AI tech share.google/aXO3mgiMK3rt...

David Tepper’s Appaloosa Q2 Update Top holdings: $AMZN $1.19B $MU $1.13B $TSM $788M $GOOG $654M $UBER $555M Also big in $META $VST $NVDA Holding $AAPL puts @Appaloosa #Tepper #13F #AMZN #MU NOT FINANCIAL ADVICE. DYOR

Circlejerk (static.klipy.com)

"The AI circle jerk is crazy fun!" -John Chambers $CSCO $SPCX $TSLA $NVDA

Market Heatmap Recap – Aug 14 $AMD +6.5% $AVGO -5.9% $MU +2.4% $NVDA flat $TSLA +0.7% $AAPL +0.2% Semis split hard Mixed day across sectors #StockMarket #SPX #AMD NOT FINANCIAL ADVICE. DYOR

$NVDA Whale Alert! $1.64M premium on 247.5 calls exp 8/28 10,594 contracts | Avg $1.54 | +9% OTM Aggressive ask-side sweep Just 12 days ahead of earnings (Aug 26 AMC) @nvidia @JensenHuang #NVDA #OptionsFlow NOT FINANCIAL ADVICE. DYOR

Reading 13Fs While the Crowd Chases SanDisk (youtu.be)

Reading 13Fs While the Crowd Chases SanDisk | $SNDK $QQQ $SMH $IGV $NVDA $AVGO $NFLX $PLTR $GOOGL youtu.be/Q0Xx596xAXU?...

Sands Capital Management just filed its Q2 2026 13F. 🐋 Managed by Frank M. Sands · $26.9B across 71 holdings 🟢 Bought: $BE, $MU, $STX, $AMD +24 more 🔴 Sold: $NFLX, $NVDA, $NU, $GOOGL +47 more

$500B in third-party capital for AI data centers. Nvidia moves risk off its balance sheet. The real question: will GPUs hold value like a toll road, or get crushed by China’s cheaper chips? aktiego.com/market-analy... $NVDA