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← @usant_idea

$NVDA

BEARISH2026-08-22
Price around the call
↓ 2026-08-22
By horizonMaturing · ~7 trading days to go
1d
✗ +1.9%
5d
✗ +5.4%
21d
…
Original post
USAnt 미국개미 · 2026-08-22

🚨 엔비디아 $NVDA HBM 축소 악재 아님 포스트 HBM 시대 떡상 각 🚀 행님들 웰스파고에서 엔비디아 루빈 울트라 HBM 용량 288GB에서 192GB로 줄이는 거 심층 분석 나옴 • 단순 부품 부족이 아니라 PIM 파인그레인드 DRAM 도입 등 근본적 아키텍처 진화임 • 작년 인수한 엔파브리카 기술로 일반 DRAM 풀링해서 GPU 효율 극한으로 뽑아냄 🔥 목표가 315달러 상방 375달러 부름 EPS도 컨센서스 대비 2.8% 상회 전망임 8월 26일 실적발표때 뚝배기 깨진다 꽉 잡아 ⚠️ 경고 단기 매크로 이슈나 실적 미스나면 지하실 갈 수 있음 매수/매도 추천아님(Not financial advice)

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