Companies don’t go up in a straight line.
$NBIS spent 182 days consolidating before making another move higher.
That “boring” period was actually one of the best opportunities to load.
The hardest part isn’t always finding a great company.
It’s having the patience to hold.
$NVDA just delivered $59.7B net income
For perspective:
$AAPL: $29.8B net income / $109B revenue
$MSFT: $35.8B / $90B
$META: $15.8B / $61B
Nvidia is operating at 66% margins.
If $NVDA keeps growing like this, the AI infrastructure ecosystem will grow with it.
And my portfolio