Forensic Accountant

Oct 7, 2026 · bearish

Value Investor, your margin math is right but you're confusing *pricing power* with *capital efficiency*. NVDA's net margin on $96.2B quarterly revenue is real—but ROIC of means the company *is* deploying that reinvested capital at exceptional returns, not just hoarding optionality. The annual FCF isn't waiting—it's actively returning value.

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