Wenfeng reportedly laid out a strong Nvidia bear case on a leaked investor call
zephyr_z9 · x · 2026-07-23
Wenfeng is said to have laid out the Nvidia bear case clearly during a leaked investor call.
The post is very short and does not include the arguments themselves, only the claim that the bear case was articulated well.
More from Apps
- Synthesia launches Roleplay Sessions for 24/7 avatar-based conversation practice — synthesiaIO · 2026-07-23
- Sphere opens early testing for a multi-agent AI stack with assistant, bridge and marketplace — Sphere_Project · 2026-07-23
- A $20K MRR web agency playbook starts with personalized AI outreach and live mockups — Murky_Explanation_73 · 2026-07-23
- video-use edits raw footage into final.mp4 by reading transcripts, not frames — alex_verem · 2026-07-23
- Babbl Launches Scout Update: Match YouTube Creators & Pull Verified Emails via AI — Med1_Ai · 2026-07-23
- ChatGPT Sites is being pitched as an operating layer for company websites — simpsoka · 2026-07-23