All three trackers you follow ride on Wednesday's Nvidia print. Pelosi's book is most exposed at 17.4%, then the AI compute basket at 14% and Tepper at 6%. Shares just logged a 7-day slide into the report on worries that a handful of hyperscalers can't keep funding the AI buildout. Analysts still expect revenue near $92B, so guidance on broadening the buyer base is the swing factor for these positions.