NVDA Research Update — May 21, 2026
Updated research on NVIDIA Corporation (NVDA): thesis, key metrics, conviction, and 12–18 month outlook as of May 21, 2026.
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Updated research on NVIDIA Corporation (NVDA): thesis, key metrics, conviction, and 12–18 month outlook as of May 21, 2026.
Read Article →Updated research on The Walt Disney Company (DIS): thesis, key metrics, conviction, and 12–18 month outlook as of May 7, 2026.
Read Article →Updated research on Palantir Technologies Inc. (PLTR): thesis, key metrics, conviction, and 12–18 month outlook as of May 7, 2026.
Read Article →Updated research on Marriott International, Inc. (MAR): thesis, key metrics, conviction, and 12–18 month outlook as of May 7, 2026.
Read Article →Updated research on Super Micro Computer, Inc. (SMCI): thesis, key metrics, conviction, and 12–18 month outlook as of May 7, 2026.
Read Article →Updated research on Pfizer Inc. (PFE): thesis, key metrics, conviction, and 12–18 month outlook as of May 5, 2026.
Read Article →Updated research on PayPal Holdings, Inc. (PYPL): thesis, key metrics, conviction, and 12–18 month outlook as of May 5, 2026.
Read Article →Updated research on Advanced Micro Devices, Inc. (AMD): thesis, key metrics, conviction, and 12–18 month outlook as of May 5, 2026.
Read Article →Updated research on ConocoPhillips (COP): thesis, key metrics, conviction, and 12–18 month outlook as of May 1, 2026.
Read Article →Updated research on Eli Lilly and Company (LLY): thesis, key metrics, conviction, and 12–18 month outlook as of May 1, 2026.
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Read Article →Updated research on The Goldman Sachs Group, Inc. (GS): thesis, key metrics, conviction, and 12–18 month outlook as of April 29, 2026.
Read Article →Updated research on Meta Platforms, Inc. (META): thesis, key metrics, conviction, and 12–18 month outlook as of April 29, 2026.
Read Article →Updated research on Microsoft Corporation (MSFT): thesis, key metrics, conviction, and 12–18 month outlook as of April 29, 2026.
Read Article →Updated research on AbbVie Inc. (ABBV): thesis, key metrics, conviction, and 12–18 month outlook as of April 29, 2026.
Read Article →Updated research on Honeywell International Inc. (HON): thesis, key metrics, conviction, and 12–18 month outlook as of April 25, 2026.
Read Article →Updated research on SLB N.V. (SLB): thesis, key metrics, conviction, and 12–18 month outlook as of April 25, 2026.
Read Article →Updated research on Intel Corporation (INTC): thesis, key metrics, conviction, and 12–18 month outlook as of April 25, 2026.
Read Article →Updated research on GE Aerospace (GE): thesis, key metrics, conviction, and 12–18 month outlook as of April 25, 2026.
Read Article →Updated research on Morgan Stanley (MS): thesis, key metrics, conviction, and 12–18 month outlook as of April 22, 2026.
Read Article →Updated research on Palo Alto Networks, Inc. (PANW): thesis, key metrics, conviction, and 12–18 month outlook as of April 22, 2026.
Read Article →Updated research on Berkshire Hathaway Inc. (BRK-B): thesis, key metrics, conviction, and 12–18 month outlook as of April 22, 2026.
Read Article →Updated research on ASML Holding N.V. (ASML): thesis, key metrics, conviction, and 12–18 month outlook as of April 22, 2026.
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Read Article →Updated research on Wells Fargo & Company (WFC): thesis, key metrics, conviction, and 12–18 month outlook as of April 22, 2026.
Read Article →Updated research on Intuitive Surgical, Inc. (ISRG): thesis, key metrics, conviction, and 12–18 month outlook as of April 22, 2026.
Read Article →Updated research on BlackRock, Inc. (BLK): thesis, key metrics, conviction, and 12–18 month outlook as of April 22, 2026.
Read Article →Updated research on Alphabet Inc. (GOOGL): thesis, key metrics, conviction, and 12–18 month outlook as of April 20, 2026.
Read Article →Updated research on Johnson & Johnson (JNJ): thesis, key metrics, conviction, and 12–18 month outlook as of April 20, 2026.
Read Article →Updated research on Vertiv Holdings Co (VRT): thesis, key metrics, conviction, and 12–18 month outlook as of April 20, 2026.
Read Article →Updated research on Micron Technology, Inc. (MU): thesis, key metrics, conviction, and 12–18 month outlook as of April 20, 2026.
Read Article →Updated research on Amazon.com, Inc. (AMZN): thesis, key metrics, conviction, and 12–18 month outlook as of April 20, 2026.
Read Article →Updated research on Merck & Co., Inc. (MRK): thesis, key metrics, conviction, and 12–18 month outlook as of April 20, 2026.
Read Article →Updated research on Super Micro Computer, Inc. (SMCI): thesis, key metrics, conviction, and 12–18 month outlook as of April 20, 2026.
Read Article →Updated research on Bank of America Corporation (BAC): thesis, key metrics, conviction, and 12–18 month outlook as of April 20, 2026.
Read Article →Updated research on Datadog, Inc. (DDOG): thesis, key metrics, conviction, and 12–18 month outlook as of April 20, 2026.
Read Article →Updated research on Costco Wholesale Corporation (COST): thesis, key metrics, conviction, and 12–18 month outlook as of April 20, 2026.
Read Article →Updated research on JPMorgan Chase & Co. (JPM): thesis, key metrics, conviction, and 12–18 month outlook as of April 20, 2026.
Read Article →Updated research on Mastercard Incorporated (MA): thesis, key metrics, conviction, and 12–18 month outlook as of April 20, 2026.
Read Article →Updated research on Salesforce, Inc. (CRM): thesis, key metrics, conviction, and 12–18 month outlook as of April 20, 2026.
Read Article →Updated research on Oracle Corporation (ORCL): thesis, key metrics, conviction, and 12–18 month outlook as of April 20, 2026.
Read Article →Updated research on Taiwan Semiconductor Manufacturing Company Limited (TSM): thesis, key metrics, conviction, and 12–18 month outlook as of April 20, 2026.
Read Article →Updated research on Caterpillar Inc. (CAT): thesis, key metrics, conviction, and 12–18 month outlook as of April 20, 2026.
Read Article →Updated research on Apple Inc. (AAPL): thesis, key metrics, conviction, and 12–18 month outlook as of April 19, 2026.
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