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NVDA2 reports · newest first

Published Sep 26, 2026NVDAPrice at research: $172.15
Nvidia, six months on: thesis intact, price less so
The March thesis has played out faster than I expected. Guidance was raised twice, margins held, and the stock is up about 45%. The question now is not the business but the price, and I'm trimming into strength.
Follows up on: Nvidia: the data-center cycle has another leg Read research →
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Published Mar 12, 2026NVDAPrice at research: $118.40
Nvidia: the data-center cycle has another leg
My initial thesis on Nvidia: the data-center build-out is earlier in its cycle than the bears think, gross margin has a floor the market is not pricing, and the stock is cheap on next year's numbers if the guidance holds.
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Nvidia, six months on: thesis intact, price less so