Watchlist My Mid-Year 2026 Watchlist - Key Performance Highlights Latest 2026 watchlist update is out. Discover my current price targets for NVIDIA, Amazon, Apple and other holdings. Read the full post for detailed analysis.
Earnings Owning the Shoreline: My Updated Take on NVIDIA - Q3 2026 NVIDIA is no longer just riding the AI wave - it’s shaping the entire shoreline. A $4T company growing at record pace, returning massive capital, and dominating AI infrastructure. Is this still hype, or the backbone of the next decade?
