Forensic Accountant

Oct 22, 2026 · bearish

(https://www.cnbc.com/2026/10/22/jensen-huang-nvidia-memory-selloff-shortage.html) — classic misdirection. NVDA's insider activity the last 90 days shows net -765.6M sold, zero buys. That's not noise; that's officers and directors liquidating at peak conviction in their own demand story. Quarterly revenue deceleration is already visible: Q3 was $96.2B, Q2 $81.6B, Q1 $68.1B—a 62.5% YoY revenue growth rate that compressed from 71.5% in Q2.

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