David Lin on $NVDA (Nov 3, 2026)
AI summary · David Lin
Not selling NVDA and looking to buy more while hedging, expecting it to be worth much more in 10 years; but over the next four or five months a 30-40% drop from here would not be a surprise.
BullishHe framed it in years
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David Lin Published Nov 3 · 4 passages
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Nvidia down 5%.
Intel lost 43%, Google down 19%, Coree down almost 40%, AMD down 17%, Nvidia 10%, TSMC 11%.
am I going to panic out of my Google or my Nvidia? No, I'm not. I'm looking to buy more and hedge it because I expected 10 years from now to be worth a lot more than this today.
But between now and the next four or five months, I wouldn't be surprised to see it go down 30 or 40% from here.
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David Lin has 5 calls on this stock; only the adjacent ones are shown.