Felix Wang on BNN Bloomberg: Nvidia’s $235B Buyback and the Next Phase of the AI Trade

Felix Wang on BNN Bloomberg: Nvidia’s 5B Buyback and the Next Phase of the AI Trade

By Hedgeye
Publication Date: 2026-09-29 16:31:00

Felix Wang remains Long Nvidia as its massive $235 billion buyback signals confidence in the business, but warns investors to expect more volatility across the AI trade.