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Most people are waiting for a breakout, but I think we’ll see a drop first. Cathie Wood ran a stress test on Nvidia: its GPU market share fell from 83% to 38%, and its expected annualized return was cut from over 50% to 25%. And the result? She’s still buying. Weekend trading volume is only 30% of what it is on weekdays, so even a little volume can push prices up. At times like this, the moves smart money makes are more worth watching than the news itself. What do you think?

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NVDANVDA-4.49%

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FloorWanderer
Nvidia’s floor is still holding up? I’m out for now. I’ll come back bargain-hunting once it really drops below 38%.
RoyaltyArchaeologist
Cathie Wood’s stress-test logic actually reminds me of how projects reacted when OpenSea made royalties mandatory—the data was cut in half, but their conviction didn’t waver.