Pressure Points: Nvidia 4Q'26 Earnings

from Pressure Points · host Deepwater Asset Management

Three takeaways on Nvidia:1. The stock being down 1% underscores that investors’ long term growth concerns remain.2. The fundamentals and outlook came in better than elevated whisper numbers.3. Most importantly, the guidance reinforces just how early we are in AI. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit deepwatermgmt.substack.com

Episode metadata supplied by the publisher feed · Published Feb 26, 2026

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