{
  "generatedAt": "2026-10-22T03:46:57Z",
  "disclaimer": "Analysis and opinion, not investment advice.",
  "kind": "person",
  "slug": "nzs-capital",
  "name": "NZS Capital",
  "role": null,
  "url": "https://deepstack.ltd/people/nzs-capital/",
  "api": "https://deepstack.ltd/api/v1/entities/people/nzs-capital.json",
  "summary": "NZS Capital is named in 1 Part of The Buildout, most recently Part 1: Nvidia’s Demand Is Real. Its Financing Is Fragile.. Argued in Part 1 (Voices that cross sides).",
  "parts": [
    {
      "part": 1,
      "headline": "Nvidia’s Demand Is Real. Its Financing Is Fragile.",
      "url": "https://deepstack.ltd/stories/nvidias-demand-insatiable-or-manufactured/"
    }
  ],
  "numbers": [],
  "mentions": [
    {
      "part": 1,
      "section": "Price is part of the thesis",
      "excerpt": "NZS Capital, Brad Slingerlend’s firm and one of the most semiconductor-literate shops writing letters, shows why the price still matters.",
      "url": "https://deepstack.ltd/stories/nvidias-demand-insatiable-or-manufactured/"
    }
  ],
  "sides": [
    {
      "part": 1,
      "question": null,
      "side": "crossing",
      "sideLabel": "Voices that cross sides",
      "claim": "Exited on the bear case; re-entered when the price paid for the risk.",
      "date": null,
      "url": null,
      "linkVerified": false,
      "storyUrl": "https://deepstack.ltd/stories/nvidias-demand-insatiable-or-manufactured/",
      "sidesUrl": "https://deepstack.ltd/sides/nvidias-demand-insatiable-or-manufactured/"
    }
  ],
  "coverage": null,
  "lastUpdated": "2026-10-22"
}