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There’s More To The Nvidia Story Than Nvidia
On the eve of Nvidia's Q1 report, billed as another "make or break" moment for an equity rally that'd very much like an excuse to keep running, it's worth noting that it's actually not all about Jensen Huang anymore.
Well, it is. As CoreWeave CEO Michael Intrator put it last week, the entire world's dependent on Nvidia at this juncture.
But S&P 500 earnings growth won't just be an Nvidia story going forward. That was one message from BofA's equity quant team this week. "Fundamentals are br
Q: What’s Missing from the Heisenberg report home page?
A: A “bug” counting down the hours and minutes until the Nvidia results.