NVDA is showing a relatively strong day. Let me break down key events that happened today:
**✅Bullish:**
* EFG added 4,827 NVDA shares, it's 4.6% of their whole portfolio
* Multiple other funds are also quietly adding positions
* Rubin AI GPU platform picking up new deals
**🔴Bearish:**
* Calydon dumped 59% of their NVDA position - 84,926 shares out the door
* CNBC flagged possible delays in Rubin GPU shipments due to memory supply issues. This one I'd keep an eye on
Overall sentiment BULLISH 55/100 - institutions net buying, but the Rubin supply thing is worth watching.
What do you think? Are you buying NVDA or not?