Beyond Blackwell: The Hidden Catalysts Powering Nvidia's Next Leg Up

Core Insights - The focus is on generating alpha through independent investment management, primarily using a Self Managed Super Fund [1] - The investment strategy is generalist, exploring various sectors with perceived alpha potential compared to the S&P 500 [1] - The typical holding period for investments ranges from a few quarters to multiple years [1] Research Approach - Comprehensive spreadsheets are maintained to track historical financial data, key metrics, guidance trends, and valuation comparisons with peers [1] - Monitoring includes industry news, reports, and other analysts' coverage, especially during significant events like CEO changes [1] - The emphasis is on assessing company performance and outlook based on five key drivers of DCF valuation rather than projecting long-term financials [1]