NVDA – Lessons From the Past – July 11 2025
These four charts reveal a striking disconnect between NVIDIA’s long-term financial growth and its stock performance from 2001 to 2015. While revenue rose 249% and net income nearly doubled, the stock price declined slightly—demonstrating that price alone is not a reliable indicator of financial strength or future performance.
Oracle at Scale: Growth, Value, and the Limits of Expansion
This report raises serious concerns about the alignment between Oracle’s current $650 billion market cap and its actual earnings performance and realistic future growth potential.