“The focus should be on the supply side and when Nvidia will start getting a tangible revenue source from Blackwell”
Nvidia Blackwell delays don’t worry analysts ahead of earnings![“We took the contrarian stance because a lot of these names [homebuilders] were actually trading at half, 50% of their book value”](https://aptuscapitaladvisors.com/wp-content/uploads/2023/07/Quartz_publication_logo.svg-1080x416.png){kind=logo}
“We took the contrarian stance because a lot of these names [homebuilders] were actually trading at half, 50% of their book value”
A contrarian view on homebuilder stocks
“The market has always rallied off of better than expected earnings per share guidance”
Earnings expectations for Microsoft and other tech giants