PLAY PODCASTS
Pressure Points: Nvidia 4Q'25 Earnings

Pressure Points: Nvidia 4Q'25 Earnings

Pressure Points

February 27, 20258m 5s

Audio is streamed directly from the publisher (api.substack.com) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.

Show Notes

The near-term results and guide were great but not extraordinary. Long-term things should return to extraordinary.



This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit deepwatermgmt.substack.com