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Nvidia Earnings Review
Great quarter. If a normal company delivered this kind of outperformance, there's a very good chance shares would have responded better. Nvidia has been cursed by its own success. They have trained analysts to expect monumentally amazing quarters every three months.
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April 4, 2026
News of the Week (March 30 - April 3, 2026)
The Nike earnings review and a portfolio/performance update were published during the week. 1. Updated Fast Growth FCF Comp
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