NVDA

Long · beats the market Closed

3 months horizon · Technology · submitted Apr 15, 2026, 12:50 PM PT

Evan Walsh@ewalsh

Result vs S&P 500

Lagged the market

Apr 16, 2026 → Jul 16, 2026

The thesis

1.Sector rotation favors defensives as rates stay high
2.Competition is eroding pricing power

What would prove me wrong: Guidance gets cut at the next earnings call

Reasoning review (self-reported)

The author hasn't reviewed this call yet.

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