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Nvidia’s Real Test Comes After Earnings (NASDAQ:NVDA)

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Nvidia’s Real Test Comes After Earnings (NASDAQ:NVDA)

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Hi, I’m Yiannis. Spotting winners before they break out is what I do best.Experience: Previously worked at Deloitte and KPMG in external/internal auditing and consulting. Education: Chartered Certified Accountant, Fellow Member of ACCA Global, with BSc and MSc degrees from U.K. business schools. Investment Style: Spotting high-potential winners before they break out, focusing on asymmetric opportunities (with at least upside potential of 3-5X outweighing the downside risk). By leveraging market inefficiencies and contrarian insights, we seek to maximize long-term compounding while protecting against capital impairment.Risk management is paramount—we seek a strong margin of safety to protect against capital impairment while maximizing long-term compounding. Our 2-3 year investment horizon allows us to ride out volatility, ensuring that patience, discipline, and intelligent capital allocation drive outsized returns over time.

Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha’s Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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Canada to impose retaliatory tariffs across a raft of US sectors, Carney says

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Canada to impose retaliatory tariffs across a raft of US sectors, Carney says

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Iran condemns US plans to announce new sanctions

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Iran condemns US plans to announce new sanctions

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Monthly market brief: equities, bonds, crypto, and commodities in August 2026

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Monthly market brief: equities, bonds, crypto, and commodities in August 2026

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Will Apple’s risk appetite change under John Ternus?

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Will Apple’s risk appetite change under John Ternus?

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Russian ’double-tap’ strike on shopping centre in Ukraine kills 16 and wounds 130

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Russian ’double-tap’ strike on shopping centre in Ukraine kills 16 and wounds 130

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Canada to match U.S. tariffs dollar for dollar after trade talks collapse

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Canada to match U.S. tariffs dollar for dollar after trade talks collapse

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Buy 4 Barron's Better Bets (Than T-Bills) Out Of 11 'Safer' August DiviDogs

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Buy 4 Barron's Better Bets (Than T-Bills) Out Of 11 'Safer' August DiviDogs

Buy 4 Barron's Better Bets (Than T-Bills) Out Of 11 'Safer' August DiviDogs

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Principal Well-Being Index: More AI Optimism Amid Existing Labor Pressures

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Principal Well-Being Index: More AI Optimism Amid Existing Labor Pressures

The Principal Financial Group (The Principal®) is a global investment management leader offering retirement services, insurance solutions and asset management. The Principal offers businesses, individuals and institutional clients a wide range of financial products and services, including retirement, asset management and insurance through its diverse family of financial services companies. Founded in 1879 and a member of the FORTUNE 500®, the Principal Financial Group has $519.3 billion in assets under management1 and serves some 19.7 million customers worldwide from offices in Asia, Australia, Europe, Latin America and the United States. Principal Financial Group, Inc. is traded on the New York Stock Exchange under the ticker symbol PFG. For more information, visit www.principal.com.
Insurance products issued by Principal National Life Insurance Co (except in NY) and Principal Life Insurance Co. Plan administrative services offered by Principal Life. Principal Funds, Inc. is distributed by Principal Funds Distributor, Inc. Securities offered through Princor Financial Services Corp., 800/247-1737, Member SIPC and/or independent broker/dealers. Principal National, Principal Life, Principal Funds Distributor, Inc. and Princor® are members of the Principal Financial Group®, Des Moines, IA 50392.
Investing involves market risk, including possible loss of principal.

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Putin says Ukraine opened ’Pandora’s box’ with strikes on economic targets

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Putin says Ukraine opened ’Pandora’s box’ with strikes on economic targets

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Choosing Between Semis And SaaS, You May Not Need To (NYSEARCA:SPY)

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Choosing Between Semis And SaaS, You May Not Need To (NYSEARCA:SPY)

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A seasoned consulting specialist at a leading Central Asian bank. The author behind Novo Capital brings half a decade of experience delivering strategic insight and analysis for the bank’s clientele within the private banking branch. Launching the career back in 2020 after graduating from a top CA university, the author developed a resilient methodology forged amidst global market volatility, focusing on corporate valuation, due diligence for investment opportunities, and crafting spot-on forecasts that guide long-term investment strategy. The goal of contributing to Seeking Alpha seems to be quite simple: ideas are worth discussing, and one can gain “alpha” only through gaining out-of-consensus information from opinions few professionals have nowadays. That’s exactly the reason Novo Capital was created.

Analyst’s Disclosure: I/we have a beneficial long position in the shares of SPY, NDX, XLK, SMH, IGV either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha’s Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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