Nvidia's China Revenue Constraints Don't Negate The Bull Case

Group 1 - Oliver Rodzianko is the Founder and CEO of Invictus Origin, managing the Invictus Hydra portfolio which significantly outperforms the Nasdaq-100 while maintaining approximately 20% in cash reserves for market dislocations [1] - The investment strategy focuses on high-alpha portfolio strategy and first-principles research, indicating a deep analytical approach to investment decisions [1] - In addition to managing Invictus, Rodzianko conducts research for Social Capital and provides daily market updates as Tech Trader for Briefing.com, showcasing his active involvement in market analysis [1] Group 2 - Rodzianko's published research has reached millions of readers across platforms such as Seeking Alpha, TipRanks, and GuruFocus, highlighting the broad impact of his insights in the investment community [1]