Pressure Points: Nvidia Earnings 2Q'25

from Pressure Points · host Deepwater Asset Management

The bears will say Nvidia earnings were good but not great. The bulls will say favorable July and October guidance doesn’t matter because the upside remains over the next two years as AI will be bigger than the internet. 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 Aug 28, 2024

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