NVIDIA: Why I'm Changing My Rating to SELL
Sydney Murphy Sydney Murphy

NVIDIA: Why I'm Changing My Rating to SELL

Just a short time ago, my analysis of NVIDIA showed significant upside. However, market conditions and risk profiles change. I have updated my financial model with new assumptions to reflect the current environment.

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Nike: Reset Year. Proof Comes Next.
Sydney Murphy Sydney Murphy

Nike: Reset Year. Proof Comes Next.

Nike is rebuilding for growth while repairing margins. The fiscal 2025 print showed the hole. The next four quarters need to show the climb out.

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