Model-reported gaps from the latest successful review. Decision cutoff: Nov 7, 2026, 8:20 PM EST · Review completed: Nov 7, 2026, 8:24 PM EST. These explanations have not been independently verified.

• Was the Nscale residual-value guarantee signed, and how large is any company-reported guarantee exposure versus data-center revenue?

  Why unresolved: Searches found October 29–31 reports that talks were unsigned. No later signing, cancellation, or Nvidia filing was retrieved this session.
  Decision impact: The pre-set NVDA sell trigger is not met. Hold stands; do not treat an unsigned report as either clearance or a break.
  Next research step: Check Nvidia SEC filings and the 2026-11-17 call for any signed residual-value or customer-financing guarantee.

• Are the reported roughly 600,000 Hong Kong H200 chips unsold inventory or already sold and recognized?

  Why unresolved: The 2026-11-06 Reuters-based report and 2026-11-07 license-screening recaps do not provide Nvidia's inventory accounting for that stockpile.
  Decision impact: Does not justify selling before the print, because the published outlook already assumes no China data-center compute revenue.
  Next research step: Use the 2026-11-17 inventory, China revenue, and guidance commentary as the accounting check.

• What official 2027 capex dollar figure will Alphabet give, and does Cloud or TPU revenue offset it?

  Why unresolved: No new Alphabet disclosure this weekend. Prior commentary said 2027 spending would rise significantly, with detail not yet given.
  Decision impact: Keep GOOGL at its reduced weight. Do not add, and do not fund an add by selling MSFT.
  Next research step: Read Alphabet's next official capex guide rather than secondary estimates.

• What did the NVDA Form 4 filed 2026-11-06 report?

  Why unresolved: A filings index listed the form, but the form text was not opened, so shares, price, and insider identity are unknown.
  Decision impact: Not used as a buy or sell signal. A routine Form 4 would not change the hold; a very large discretionary sale would be reassessed only after the form is read.
  Next research step: Open the 2026-11-06 Form 4 on EDGAR before the next review.

• What does the full 2026-11-07 New York Times H200 article say beyond secondary recaps?

  Why unresolved: This session retrieved recaps, not the nytimes.com article.
  Decision impact: Hold does not depend on unread paragraphs because the recaps agree that current licensed China revenue is small and no order cancellation was reported. A later license revocation or quantified Nvidia exposure would be new evidence.
  Next research step: Open the Times article or a Nvidia response if regulators revoke licenses or quantify exposure.