David shorted Nvidia in 2023 going into May, initially thinking he was shorting a crypto miner, but was blindsided by their earnings result showing the massive opportunity in AI. After understanding the technology and their competitive position, he realized Nvidia could become the most valuable company in the world, a call that came true.
factualpending
Speaker
DavidEvidence Quote
“one of my better calls was I was actually short Nvidia in 2023... I got pretty blindsided by this... And then I took time and I understood what the technology was... And then I a couple months later I posted, you know, Nvidia could be like the most valuable company in the world. And then that ended up happening”
Source
This Ex-Poker Pro Built a Hedge Fund by Betting Against Beta – David Orr on Asymmetric Bets— Odds on OpenCreated: 8/12/2026, 6:42:53 PM
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