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But we saved everything 🙂.
Mark Roussin, founder and senior portfolio manager at Roussin Capital Management, points to strong financial performance from NVDA. The company reported earnings per share of $2.39, up 214% year-on-year, with revenue of $81.6B, an 85% increase, and net income at $58.3B, growing 211% over the previous period. Projected EPS growth for fiscal year ‘26 is set at 88%, and 42% for fiscal year ‘27. Forward price-to-earnings ratio stands at 15.1x.
Roussin has previously commented on portfolio decisions, stating that rebalancing GOOGL is reasonable but warning against selling over company concerns in an analysis of Alphabet's AI position. He also reported on Berkshire Hathaway's plans to acquire Taylor Morrison for $6.8 billion, leaving the conglomerate with $390 billion in cash reserves, according to his coverage of the transaction. These reports come as Roussin continues to track major developments across prominent companies.