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Citron Research · research-note

NVIDIA Corporation (NVDA)

7 pages · 3 arc beats · 1 loops

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NVIDIA Corporation (NVDA)

Citron Research · 2018-08
arc beats above · slides in the middle · loops below · scroll → 1 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 1
— No image bound to this slide. Wire up imgproxy to display the rendered slide JPEG.
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Deck intelligence map

3
coverage by narrative range · generated from this deck JSON
Narrative range 6 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
The Monster 2 slides 100% 2/2 slides 100% 2/2 slides · 14 hits
— 0/2 slides
— 0/2 slides
50% 1/2 slides 100% 2/2 slides 100% 2/2 slides The Struggle 2 slides 100% 2/2 slides 100% 2/2 slides · 17 hits
— 0/2 slides
— 0/2 slides
100% 2/2 slides 100% 2/2 slides 100% 2/2 slides The Victory 2 slides 100% 2/2 slides 100% 2/2 slides · 11 hits
— 0/2 slides
100% 2/2 slides · 3 hits 50% 1/2 slides 100% 2/2 slides 100% 2/2 slides

Slide inventory

7
every slide · same image gating as the playbook
01
Slide 1
The slide uses a bearish thesis to challenge market sentiment on NVDA.frame_problem
Open slide detail
02
Includes a screenshot of an eBay AI platform presentation slide.diagnose_problem
Open slide detailBeat · The MonsterLoop · Cost Of Inaction
03
The slide uses a 'villain critique' approach to challenge NVIDIA's stock performance and management credibility.expose_contradiction
Open slide detailBeat · The MonsterLoop · Cost Of Inaction
04
The slide uses a series of quotes and observations to undermine the company's narrative.expose_contradiction
Open slide detailBeat · The StruggleLoop · Cost Of Inaction
05
The slide uses a collection of speech bubbles to aggregate negative sentiment, followed by a Bloomberg-style chart showing the decline in short interest.expose_contradiction
Open slide detailBeat · The StruggleLoop · Cost Of Inaction
06
The slide uses Bloomberg terminal screenshots to draw a parallel between NVDA's current state and a previous NFLX short thesis.compare_peers
Open slide detailBeat · The VictoryLoop · Cost Of Inaction
07
The slide uses a metaphorical 'dog catching the car' to describe the stock's situation.summarize
Open slide detailBeat · The VictoryLoop · Cost Of Inaction