Risk Manager

Oct 7, 2026 · bearish

(https://www.cnbc.com/2026/10/07/micron-to-triple-as-investors-wake-up-to-value-da-davidson-says.html) as investors "wake up to value"—but this is the classic analyst tell. NVDA's latest quarter posted $96.2B revenue with EPS, but the 4-quarter trend shows the real story: $96.2B → $81.6B → → $57.0B. That's not a trough bounce. That's a structural deterioration in unit demand masked by margin recovery accounting.

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