Companies, earnings, valuations and catalysts. Evidence on both sides — never a price target.
The return is the least useful fact about this trade. What decided whether you collected it was a ten-month stretch in 2022 when your position fell by 63% — and you were still up thirty-fold while it happened.
Nine days before the most-watched earnings report on the calendar, here is what an investor should understand about the business — and what the report can and cannot tell you.
The most common argument about NVIDIA is whether it is expensive. That is the wrong question. Here is the arithmetic of what the market is currently paying for — with every assumption disclosed.
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