Research Notes · Ticker
NVDA
Kresmion Research notes about NVDA. Independent, source-attributed, information-only.
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- July 30, 2026Apple Retook the Title of World's Largest Company From NVIDIA. The Swing Was an 8 Percent NVIDIA Slide, Not an Apple Surge.
- July 20, 2026The Three Big Index ETFs Are All in Negative Dealer Gamma. The Mega-Cap Stocks That Dominate Them Are Not.
- July 6, 2026Five Chip Companies Show Concurrent Insider Sell Clusters, Every One Including the CEO or CFO. The Sector Has Not Shown a Single Buy Cluster Since May.
- June 26, 2026Nvidia's Five Most Senior Officers Sold on the Same Day. Across the AI-Hardware Complex, Insider Buying Has Nearly Vanished.
- June 16, 2026Five Funds Opened New Meta Positions in Q1. Five Others Trimmed Theirs.
- June 2, 2026Nvidia's $2 Billion Tell: The AI Trade Reaches the Optical Layer