How to make sense of Nvidia's Earnings?

Nvidia is the Gold standard and main beneficiary of the Generative AI bull market. 🧈

Nvidia CEO Jensen Huang attends the “Winning the AI Race” Summit in Washington D.C., U.S., July 23, 2025. Kent Nishimura | Reuters

I hope you had a good summer, this Newsletter is back in session.

“The biggest thing we face is being constantly under compute… “That’s why we launched Stargate. That’s why we’re doing the bigger builds.” Sarah Friar, CFO Ope…