$GraniteShares 2x Long NVDA Daily ETF(NVDL)$ call got assigned. Would have gotten higher if sell voluntarily. But oh well. Premium did provided some profit too
Can Telecom AI Become Nvidia's Next Data-Center Moment?
Nvidia rose 2.54% after Jensen Huang outlined an AI economy spanning energy, compute, AI factories, models, and applications, with telecom networks potentially extending compute to the edge. Nvidia is also expanding packaging, testing, substrate, and optical capacity with partners including Samsung and Amkor. Bulls see broader demand and supply-chain resilience; bears warn capacity takes time to generate revenue. Can telecom-edge demand matter before new packaging capacity comes online?
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