A first-person account of a 1993 NVIDIA stock option grant, a decades-later discovery of a vesting discrepancy, and how the statute of limitations settled it.
Nvidia Corporation outlook: Blackwell demand, hyperscaler AI spend and networking lift revenue/EPS forecasts to FY2028. Click for this NVDA stock update.
Nvidia Corporation outlook ahead of earnings: attractive valuation vs. peers but rising AI chip competition and a frothy sector. Click for this NVDA update.
Nvidia Corporation stock outlook: why a $20T market cap by 2030 is possible. Click for this NVDA update and see why I have downgraded the stock to Hold.