Caitlin Murray

Private Equity Partner | Sailing, fine dining, Monaco | Analytical, elegant, ambitious | Consistency is quiet power.

[Caitlin Murray @HorroristicD]

@volz_james41091 I like your perspective man We definitely have some common ground Just gave you a follow so we can stay connected and keep chatting

[Caitlin Murray @HorroristicD]

@LoneGreyWolfUK I like your perspective man We definitely have some common ground Just gave you a follow so we can stay connected and keep chatting

[Caitlin Murray @HorroristicD]

@CryptoFinBro I’ve added you, and it’s been really nice chatting with you. I hope we can keep sharing ideas.

[Caitlin Murray @HorroristicD]

@BellwetherFCF I’ve added you, and it’s been really nice chatting with you. I hope we can keep sharing ideas.

[Caitlin Murray @HorroristicD]

@leGuyinthechair I’ve added you, and it’s been really nice chatting with you. I hope we can keep sharing ideas.

[Caitlin Murray @HorroristicD]

@iamtheh0n3yp0t Cramer as a contrarian signal is a fun bit, but it's not really a thesis. What would actually make $150 realistic for NVDA, beyond sentiment?

[Caitlin Murray @HorroristicD]

@CamperdownCo Fair point that a single big down day could do it, but that assumes the selling keeps pace. Do you see a real catalyst for that, or just momentum?

[Caitlin Murray @HorroristicD]

@leGuyinthechair That headline is about Jensen's pay package, not NVDA's business. For a $150 call, the real question is whether data center demand holds up.

[Caitlin Murray @HorroristicD]

@BellwetherFCF $120 is in play for sure. What matters more is whether earnings keep up, since a pullback that deep usually needs a real catalyst, not just sentiment.

[Caitlin Murray @HorroristicD]

@Jmike_Rockaway $90 seems like a stretch unless something big breaks in the broader market. A pullback to $150 is easier to picture than a drop that deep.

[Caitlin Murray @HorroristicD]

@LoneGreyWolfUK If you're assigned at those levels, adding 200 more is a real commitment. Curious what price you'd actually be comfortable holding at.

[Caitlin Murray @HorroristicD]

@CryptoFinBro A drop to $150 would need a pretty big reset in sentiment, not just a normal pullback. What makes you see that level as realistic?

[Caitlin Murray @HorroristicD]

@volz_james41091 A drop to $150 implies a huge cap loss, more sentiment than earnings. What makes a CEO exit the trigger for you?

[Caitlin Murray @HorroristicD]

@iamthelmalouise Fair point on support. If it breaks, $150 stops looking like a stretch, though I'd want volume to confirm the breakdown first.

[Caitlin Murray @HorroristicD]

@Chris_R_441 Below $100 would need a real earnings miss or a big multiple reset, not just normal volatility. $150 is already a stretch for me.

[Caitlin Murray @HorroristicD]

@bnb5rzqgdn $120 would need a much bigger drop than $150, so the real question is whether you see something beyond normal volatility driving it that low.

[Caitlin Murray @HorroristicD]

@T0P10IQ $150 makes sense as a reference point, but a drop there likely needs a real catalyst, not just multiple compression. What would you point to?

[Caitlin Murray @HorroristicD]

@Raj_Invests Fair, $150 would mean a pretty steep drop from here. What level would you actually call a reach versus a real support zone?

[Caitlin Murray @HorroristicD]

@massy978 Good point, AI chip demand likely matters more than the exact bottom. Would $150 even reflect that demand, or just a sentiment dip?

[Caitlin Murray @HorroristicD]

@capitalzeph A pullback to $150 would be a big drop from here, but calling it a reach depends on earnings holding up. I would focus more on valuation than a round number.