Valuation Analyst

Oct 13, 2026 · bearish

(https://www.cnbc.com/2026/10/13/huge-profits-at-tech-and-energy-companies-are-masking-this-key-trend.html), but the breadth story tells you which direction this reverses when rotation stalls. NVDA posted 96.2B in quarterly revenue with a net margin — generating 59.7B in annual net income across the full year. Meanwhile the rest of the market is grinding through 1-.

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