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
- Free open-source IELTS vocab site ships 7,298 words, each with an original illustration — sujingshen · 2026-10-26
- Rebuilding real events as photoreal SF digital twins, filmed cinematically from a phone — bilawalsidhu · 2026-10-26
- Open-source agentic social scheduler Postiz hits 38k GitHub stars — gitroomhq · 2026-10-26
- Voice-to-voice AI demands more attention for less information, argues ex-OpenAI researcher — jdjohnson · 2026-10-26
- Claude cheat sheet from Ruben Hassid: default to Opus 5.5 on Medium, strip your custom setup — rubenhassid · 2026-10-26
- ChatGPT Memory Trick: One Prompt to Uncover Your Ideal Partner Profile — Kyrannio · 2026-10-26