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Desk run — NVDA · 2026-07-10
verdict        accumulate
entry range    $204 – $211
target         $250
invalidation   $184
size           5% of book
bullNVDA is a rare convergence of elite fundamentals, estimate momentum, and a supportive macro backdrop.
bearPriced for perfection into the Aug 26 print, with no room left in the multiple.
fund managerAccumulate inside 204–211, sized to survive a retest of $184.

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desk runone stock ticker — ten analysts, debated and decided
setupstrend and mean-reversion screens, read as trade tickets
screenerfilter all global markets, follow billionaire 13F books, or describe a screen in plain English
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