Recommendations
Entry is the asset's closing price on the publication date. Current is the last close on record.
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Entry $217.55 28 Aug 2026Current $223.67 09 Sep 2026Result +$6.12vs. index +3.7% SPY −0.9% over the same days
I THOUGHT IT WAS ANOTHER AMAZING QUARTER R FOR NVIDIA. IT IS HARD TO BELIEVE THEY ARE PRODUCING THAT MUCH REVENUE, THAT MUCH PROFIT AND SHOULD PUT THINGS AT SCALE, THE LAST QUARTER REVENUE 96 AND BILLION, THAT REPRESENTS 44% OF THE WHOLE YEAR WORTH OF REVENUE. THEY ARE STILL VERY MUCH GROWING. I BELIEVE THE PROPHETS AND THE D REVENUE WILL CONTINUE TO GROW AT LEAST THROUGH 2030. ... LOOKING AT THAT AND LOOKING AT GROWTH COMPANIES ONE AND A QUARTER ONE AND A HALF THIS IS CHEAP BY THAT MEASURE.
AI-extracted context "I THOUGHT IT WAS ANOTHER AMAZING QUARTER R FOR NVIDIA... I BELIEVE THE PROPHETS AND THE D REVENUE WILL CONTINUE TO GROW AT LEAST THROUGH 2030... LOOKING AT THAT AND LOOKING AT GROWTH COMPANIES ONE AND A QUARTER ONE AND A HALF THIS IS CHEAP BY THAT MEASURE."
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Entry $932.86 28 Aug 2026Current $1,027.77 09 Sep 2026Result −$94.91vs. index −9.3% SPY −0.9% over the same days
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Surrounding source transcript
… RATATIO E ESTIMATED PE TO THE GROWTH IT IS AROUND .4. LOOKING AT THAT AND LOOKING AT GROWTH COMPANIES ONE AND A QUARTER ONE AND A HALF THIS IS CHEAP BY THAT MEASURE. TAYLOR: ONLY ABOUT 20 SECONDS, MICRON SHOULD THAT BE THE MEMORY PLAY? >> YES WAS STILL LIKE IN A HOLDER MICRON. THERE IS A. WORD UP PARABOLIC AND WAS GOING STRAIGHT UP. WE WERE TRIMMING MULTIPLE TIMES, WE STILL HOLD IT WE DO NOT HAVE A VERY HUGE POSITION IN THEIR JUST BECAUSE OF THE VOLATILITY.
YES WAS STILL LIKE IN A HOLDER MICRON. THERE IS A. WORD UP PARABOLIC AND WAS GOING STRAIGHT UP. WE WERE TRIMMING MULTIPLE TIMES, WE STILL HOLD IT WE DO NOT HAVE A VERY HUGE POSITION IN THEIR JUST BECAUSE OF THE VOLATILITY.
AI-extracted context "WE WERE TRIMMING MULTIPLE TIMES, WE STILL HOLD IT WE DO NOT HAVE A VERY HUGE POSITION IN THEIR JUST BECAUSE OF THE VOLATILITY."
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