Nvidia Q2 FY25 Preview: Top Clients' Capex Spend Expectations Signal Caution (Archive)
Capex headwinds temper Nvidia’s stellar track record ahead of Q2 FY25 earnings reaction.
NVDA
Why NVIDIA Is Not Yet In Its Hype Cycle (Archive)
NVIDIA is growing in multiples, margins are soaring, and valuations still avoid true hype.
Nvidia Q4 Preview: A Post-Earnings Correction Can Be A Buy Opportunity (Archive)
Backlog strength, mix-driven margin gains and trough-like valuations set up an attractive pullback buy.
Nvidia Corporation: Management Knows More Than You (Archive)
Neutral on Nvidia; waiting for a better entry as management prepares to cash in.