Nvidia / May 23, 2026
Daily digest of completed stock reviews from the Europe/Dublin calendar day 23 May 2026. Based only on completed internal stock-review work, not a fresh market-data refresh.
Open memoNvidia / May 22, 2026
Nvidia reported $81.6B in FQ1'27 revenue (+85% YoY) with 74.9% gross margins, and at ~23x annualized earnings it is the cheapest on a forward basis in 18 months — inexpensively priced for the dominant AI compute platform.
Open memoNew Horizon Aircraft / May 22, 2026
Daily digest of completed stock reviews from the noon-to-noon review window.
Open memo