Nvidia – The One Stop AI Shop
Nvidia will be reporting earnings today after the market close. In this report we lay out the long-term thesis for the stock. As background, Nvidia has long been associated with…
Is the Sun Coming out for the Cloud Stocks in 2H23?
After several challenging quarters, the set up for cloud stocks is significantly more favorable in 2H23. While flight-to-safety is providing support for the mega-cap stocks, the valuation gap is becoming…