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What our subscribers are reading today
Stansberry Digest

Nvidia's 73% Growth Wasn't Enough

Heavy is the head that wears the AI crown... The market's two big assumptions... Recapping the State of the Union... Who pays for AI's electricity?... A $56 billion backstop to the stock market... The 'relentless bid' could get bigger...


The trouble with high expectations...

Chipmaker Nvidia (NVDA) reported earnings after yesterday's close. On their own, the numbers were sensational.

The company beat Wall Street revenue estimates for a 14th straight quarter... reported a 20% rise in revenue from the previous quarter and 73% year-over-year growth... and forecast accelerating growth of around $78 billion for the quarter ahead, well above analysts' consensus expectation for $73 billion.

But the stock finished today down more than 5%. What gives? Well, heavy is the head that wears the crown.

After Nvidia's release of its quarterly earnings report, the stock immediately shot 5

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A look at Nvidia's latest earnings report; Michael Burry says Nvidia is 'ratcheting up the risk' with its AI spending

Every quarter, I like to take a look at chipmaker Nvidia's (NVDA) latest earnings because it's such a bellwether company and stock. With a $4.5 trillion market cap, it's worth $500 billion more than the next most-valuable company in the world, Apple (AAPL).After the market close yesterday, Nvidia reported another strong quarter...

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