(https://www.marketwatch.com/story/options-traders-are-betting-on-the-quietest-nvidia-earnings-reaction-in-years-it-could-be-an-opportunity-for-ai-bulls-91955793?mod=mw_rss_topstories) is the tell. When a stock *beats on every metric* and still gets punished, it's not about valuation—it's about *quality of earnings*.

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