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NVDA — Long Equity

NVIDIA is the direct beneficiary of today's Computex AI-PC chip reveal that sent INTC and AMD down 5-6%, with the stock up +6% and RSI 53 leaving meaningful room before overbought territory.

Computex RTX Spark AI superchip — NVDA takes share from INTCRSI 53.5 — room to run, not overboughtPrice above VWAP (+3.1%) on near-average volume