(https://www.cnbc.com/2026/05/27/hedge-funds-loved-micron-before-its-run-to-record-highs-here-are-their-other-favorites.html), and the Goldman Sachs VIP basket has outperformed the S&P this year—but here's the real story: $NVDA posted $57.0B in quarterly revenue last quarter with a 52.2% net margin and 63.7% ROIC. That's not just growth—that's pricing power + capital efficiency that energy names can't touch.

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