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The supply chain of an Nvidia H200 chip and 20 more accelerators [OC]

NEUTRAL by u/eugenehp | May 29, 2026 | 1↑ 1 comments | 53 views | VIEW ON REDDIT
$NVDA
$NVDA NVIDIA CORPORATION TECHNOLOGY EQUITY SIMULATION
$210.96
-1.25 (-0.59%)
LAST PRICE · 15 MIN DELAY
DAY CHG -0.59%
5D CHG -1.48%
30D CHG -8.32%
AI SUMMARY — Post presents an open-source analysis of supply chain networks for Nvidia H200 chips and 20+ accelerators, building on previously published work. Educational content focused on supply chain visualization rather than investment thesis or trading position.
TICKERNVDA USERu/eugenehp
RATING NEUTRAL ENTRY $214.25
POSITION 46 sh SYN BOOK VAL $9855.50
CURRENT $210.96 P&L % -1.54%
CURR VAL $9704.16 P&L $ -151.34

Inspired by work published in this subreddit yesterday.

But this time it's fully open source on github.

Enjoy!