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Update posted· 2m
86

Process score

out of 100

ÁJ
Ása@asaExampleOpen
↗ Bullish
Long TermHigh conviction

Datacenter capex is still early. Hyperscalers keep raising guidance and supply stays the bottleneck, not demand.

What would make me wrong

Two straight quarters of hyperscaler capex cuts, or gross margin below 70%.

Entry

$118.40

Locked

Sep 26, 2026 · 14:02 UTC

Most market calls online are never checked, so the loudest voices get followed, right or wrong. On SoFo every call stays on the record, for you and for anyone you listen to.

Posted online

$NVDA is going way higher. Mark my words.

  • Price that day: not saved
  • Edited later: anytime
  • Checked: never

On SoFo

$NVDA↗ Bullishat $118.40

Datacenter capex is still early. Hyperscalers keep raising guidance and supply stays the bottleneck, not demand.

  • Price and time locked when posted
  • Can't be edited or deleted
  • Scored against the S&P
01
03

Make a call

Pick a stock and a side. Write why, and what would prove you wrong.

Scroll to see it locked↓
$NVDA↗ Bullish
Open

Entry

$118.40

Price

$118.40

Return

0.0%

Timeline

Example
ÁJ
Ása@asa · Mar 4
Opened position · $NVDA ↗ Bullish

Supply is the bottleneck, not demand. Going long for the next 12–18 months.

Public profiles show someone's calls and how many of the finished ones beat the S&P. Open a call to see its result next to the S&P over the same days. Follow people for their record, not their volume.

Well-known funds are here too, from their public filings, measured from the day each move was made public. See the funds

ÁJ
Ása Jónsdóttir
@asa
Example
0
Calls on record
0 of 24
Beat the S&P
  • $NVDA↗ Bullish+38.2%S&P +9.6%
  • $COST↗ Bullish+3.1%S&P +5.4%
  • $TSLA↘ Bearish+12.4%S&P +2.0%
getsofo.com/asaLocked record

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