NVIDIA reported strong earnings, but the creator advises against chasing the stock due to its already large size.
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The creator analyzes NVIDIA's Q2 earnings, noting strong growth but advising against chasing the stock due...
Aug 27, 2026
The creator analyzes NVIDIA's Q2 earnings, noting strong growth but advising against chasing the stock due to its large size. Instead, they suggest looking at high-beta upstream supply chain companies, particularly those in the memory sector, which are benefiting from increased capital expenditure.
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