MarathonAdd+14.85%$62M2.39%Capital cycle / Contrarian value
Third PointⓘTrim-93.56%$33M1.59%Aggressive value / Event-driven
What managers sayⓘ
2026-07-15Baillie GiffordNeutralMonks’ musings: winning the long raceDetail →
2026-07-10Patient Capital ManagementNeutralFinding Patience in... an Early 2000s Hip-Hop Song?Detail →
2026-06-30The Capital Cycle (Marathon)NeutralPassive’s Massive AI Gamble (June 2026)Detail →
2026-06-30Sands CapitalNeutralDelta Rewires Electricity for SustainabilityDetail →
2026-06-26Sands CapitalBearThe Stack That China BuiltDetail →
2026-06-18Michael Mauboussin (Consilient Observer)NeutralOpportunities and Expectations: The Present Value of Growth Opportunities in ValuationDetail →
2026-06-11Sands CapitalBullThe AI Supply ShockDetail →
2026-05-06Aswath Damodaran (Musings on Markets)NeutralAn Ode to Restraint: Lessons from the Tim Cook LegacyDetail →
Earnings Callsⓘ
Q1 2026May 20, 2026
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This quarter's results beat expectations, driven by "parabolic growth" in agentic AI demand and the widespread adoption of the NVIDIA platform. The Vera CPU opens a $200 billion new TAM, with all major customers ready for deployment; the Blackwell and Rubin platforms continue to ramp, with the GB300 representing the "fastest ramp in history." VeraRubin will launch in the second half of the year, ramping in Q3 and accelerating in Q4, with demand already pre-planned and orders ample. Management's tone was extremely optimistic: Jensen called it "an extraordinary quarter," emphasizing that AI computing equals revenue, and that NVIDIA is "the platform of this era."