$NVIDIA(NVDA.US) down ~6.3% on the week and the timing is almost comical, sold off on the exact day Huang walks out at the agm and lays out the whole hopper to blackwell to vera rubin roadmap plus a pledge to return 50%+ of free cash flow. when a name dumps with the board on a constructive day that's usually positioning unwinding, not the story breaking. i added a starter around the lows, full size only if it reclaims the breakdown level.
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