Contrarian Corpus
Citron Research vs. NVIDIA Corporation

NVIDIA Corporation · NVDA

1 deck published between 2018-08-21 and 2018-08-21 — 7 pages, 7 analysed slides total.

initial thesis

Timeline

Each deck in chronological order — click to open. This is the story of the campaign as it unfolded.

  1. 2018-08-21 initial thesis

    2018 08 Nvidia The Dog that Finally Caught the Car

    7pp · research_note

    NVDA, up 600% since 2016, faces in-house silicon from every mega-customer, collapsing crypto and autonomous narratives, and a benchmark-less Turing launch — shares revert to $200.