NVIDIA's Third Growth Curve: Three Businesses Not Yet Visible in Its Financials
NVIDIA's third growth curve: valuing robotaxis, BioNeMo AI drug discovery, and Isaac robotics with an options framework—and confronting zero AI-drug approvals.
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NVIDIA's Golden Decade: Is Taiwan Capturing Revenue or Profit?
NVIDIA's golden decade: compare ROE at Wiwynn, Hon Hai, Quanta, Wistron, and Inventec using MOPS filings, the CoWoS chain, and the truth about Constellation.
NVIDIA (NVDA) Deep Dive: Shares Near a Record High, Yet the P/E Is Just 22x—What Is the Market Afraid Of?
NVIDIA (NVDA) deep dive: shares near record highs, yet the P/E is only 22x. Assess earnings quality, DSO up 15 days, and $279 billion in supply commitments.
Covered Calls vs Cash-Secured Puts: How Beginners Should Actually Choose
Covered calls vs cash-secured puts: near-identical payoffs, but different capital, dividends and assignment — plus a four-filter entry checklist.
Position Sizing and Stop-Loss Rules for Selling Options on US Stocks
Exact position-sizing and stop-loss rules for US option sellers: 1%–1.5% per trade, 5% per underlying, Delta 0.25–0.30 entry, 0.40 cut, 0.55 full exit.
Independent Long-Form US Equity Research on Business Models and Moats: Who Actually Publishes It
A map of the independent publishers doing long-form US equity moat research — four publisher types compared, a five-step vetting checklist, and the numeric thresholds to demand.
Cloudflare (NET) Q2 2026 Update: The Market That Knocked It Down 24% in May Admitted It Was Wrong With +17% in August
Revenue reaccelerated to 36% after 1,100 layoffs. The real question: is 44.5x EV/Revenue buying a CDN, or a toll-booth option on the machine-payment era?
Figma (FIG) Q2 2026 Update: The GAAP Loss Spooked the Market — But It's Not the Number That Matters
A $117M GAAP operating loss spooked the market and sent the stock down 15-16% — but over a third of it is stock-based compensation. Revenue grew 48% YoY, accel…