Geopolitics Alpha

Bull of the Day: NVIDIA Corp. (NVDA)

Published . Updated .

Are you a believer again?

Directly affected

  • NVDA Nvidia

    Named in this report.

Indirectly affected

  • TSM Taiwan Semiconductor

    The main advanced-chip manufacturer sits in Taiwan

  • ASML ASML

    Chipmaking-equipment sales follow export rules

  • AVGO Broadcom

    Chip makers and their suppliers move when export rules or Taiwan risk changes

  • AMD AMD

    Chip makers and their suppliers move when export rules or Taiwan risk changes

  • AMAT Applied Materials

    Chip-equipment makers feel export controls

  • LRCX Lam Research

    Chip-equipment makers feel export controls

  • SMH VanEck Semiconductor

    A fund of semiconductor companies

  • SOXX iShares Semiconductor

    A fund of semiconductor companies

  • QQQ Invesco QQQ

    Big tech moves with chip-supply risk

  • NVDU DIREXION DAILY NVDA BULL 2X ETF

    GA selected NVDU as a RELATED security because its canonical security name directly matches this event's themes: bull, nvda. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
NVDA———————
TSM———————
ASML———————
AVGO———————
AMD———————
AMAT———————
LRCX———————
SMH———————
SOXX———————
QQQ———————
NVDU———————

Are you a believer again?

Source: Nasdaq Markets

Nvidia (NVDA) since “Bull of the Day: NVIDIA Corp. (NVDA),” compared with the market

Since the first closing price after “Bull of the Day: NVIDIA Corp. (NVDA),” Nvidia (NVDA) is -3.78%. The S&P 500 fund (SPY) is -0.17% over the same days, a -3.61% difference versus the market.

NVDA
SPY

Who reported a Nvidia (NVDA) trade near this story

Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).

Who gains and who loses around Nvidia (NVDA)

Companies mentioned with this story

  • NVDA Nvidia

    Nvidia (NVDA) is linked, with no stored direction, high confidence in the 22 Sep 2026 story “Bull of the Day: NVIDIA Corp. (NVDA).” Reason on file: The reported development directly names NVIDIA CORPORATION in the headline; GA resolved that company to NVDA

  • NVDU Direxion Daily Nvda Bull 2X Etf

    In “Bull of the Day: NVIDIA Corp. (NVDA),” Direxion Daily Nvda Bull 2X Etf (NVDU) is linked, with no stored direction, medium confidence. Reason on file: GA selected NVDU as a RELATED security because its canonical security name directly matches this event's themes: bull, nvda. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • FAS Direxion Daily Financial Bull 3X Etf

    In “Bull of the Day: NVIDIA Corp. (NVDA),” Direxion Daily Financial Bull 3X Etf (FAS) is linked, with no stored direction, medium confidence. Reason on file: GA selected FAS as a RELATED security because its canonical security name directly matches this event's themes: bull. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • GGLL Direxion Daily Googl Bull 2X Etf

    Direxion Daily Googl Bull 2X Etf (GGLL) is linked, with no stored direction, medium confidence in the 22 Sep 2026 story “Bull of the Day: NVIDIA Corp. (NVDA).” Reason on file: GA selected GGLL as a RELATED security because its canonical security name directly matches this event's themes: bull. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • METU Direxion Daily Meta Bull 2X Etf

    In “Bull of the Day: NVIDIA Corp. (NVDA),” Direxion Daily Meta Bull 2X Etf (METU) is linked, with no stored direction, medium confidence. Reason on file: GA selected METU as a RELATED security because its canonical security name directly matches this event's themes: bull. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • MSFU Direxion Daily Msft Bull 2X Etf

    For “Bull of the Day: NVIDIA Corp. (NVDA),” Direxion Daily Msft Bull 2X Etf (MSFU) is linked, with no stored direction, medium confidence. Reason on file: GA selected MSFU as a RELATED security because its canonical security name directly matches this event's themes: bull. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • NVDX T Rex 2X Long Nvidia Daily Etf

    T Rex 2X Long Nvidia Daily Etf (NVDX) is linked, with no stored direction, medium confidence in the 22 Sep 2026 story “Bull of the Day: NVIDIA Corp. (NVDA).” Reason on file: GA selected NVDX as a RELATED security because its canonical security name directly matches this event's themes: nvidia. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

How “Bull of the Day: NVIDIA Corp. (NVDA)” reaches Nvidia (NVDA)

The 22 Sep 2026 story “Bull of the Day: NVIDIA Corp. (NVDA)” names Nvidia (NVDA) because of this story.

Nvidia (NVDA) is on the page because The reported development directly names NVIDIA CORPORATION in the headline; GA resolved that company to NVDA

Direxion Daily Nvda Bull 2X Etf (NVDU) is here too. Its reason reads: GA selected NVDU as a RELATED security because its canonical security name directly matches this event's themes: bull, nvda. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

Price levels for Nvidia (NVDA)

FAS traded between 136.16 and 161.95 across 20 sessions. The latest close on file is 152.93. NVDA traded between 212.87 and 243.34 across 20 sessions. The latest close on file is 217.09. NVDU traded between 126.31 and 164.73 across 20 sessions. The latest close on file is 130.38.

How solid “Bull of the Day: NVIDIA Corp. (NVDA)” looks

46 out of 100

“Bull of the Day: NVIDIA Corp. (NVDA)” scores 46 out of 100. The score uses 1 sources, and 7 linked companies.