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Dated earnings analysis. These company examples are starting points for research, not recommendations.
NVDA · Nvidia
Source released
Nvidia’s Q2 growth: demand and expectations
What would show whether demand growth remains profitable?
Read the research noteAMD · AMD
Source released
AMD’s Q2 update: look beyond the AI headline
Which segments account for the change in the business?
Read the research noteAMZN · Amazon
Source released
Amazon’s Q2 update: profit and cash tell different stories
How does infrastructure spending affect cash available after investment?
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