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ZERO ALPHA Research Preview | Reframing NVDA NVIDIA’s latest earnings report is the trigger event for a new round of deep research. A company already among the largest in the world just delivered 106% year-over-year revenue growth, with Data Center revenue up 117%. What is striking is not simply that NVIDIA beat expectations again, but that its core business has returned to a doubling growth rate from an already enormous base, even as AMD GPUs, hyperscaler-designed chips, and custom AI accelerators continue to enter the market. That prompted us to go back and re-examine NVIDIA’s full growth trajectory since 2023. When revenue growth, earnings growth, stock-price appreciation, and P/E are viewed together, a very different pattern begins to emerge. The first NVIDIA spring was largely top-down. The market recognized the potential of generative AI first, the stock price moved ahead, and earnings later caught up. The second spring now looks increasingly bottom-up. Revenue growth re-accelerated from: 56% → 62% → 73% → 85% → 106% while valuation multiples moved lower rather than higher. In simple terms: First Spring: P led E. Second Spring: E is beginning to lead P. This earnings report therefore may represent more than another earnings beat. It may be a signal that NVDA itself needs to be reframed. It also raises a broader question: What actually defines a true mega-cap growth stock? A high P/E alone does not define growth. The rarest structure may be a company that is already enormous, still grows its core business near 100%, generates earnings faster than its stock price rises, avoids excessive valuation expansion, and continues to create new TAM. Applying this framework to AMD, MU, SNDK, LITE, ALAB, DELL, and the hyperscalers makes the leadership hierarchy increasingly clear. Many of them have strong growth, but each still carries a weakness in valuation, cyclicality, pricing dependence, platform control, or growth durability. NVDA currently presents a more unusual combination. More importantly, at least four additional growth engines are still developing: Pricing Power Supply Efficiency Open Models Inference Specialization If these continue to develop, today’s NVIDIA may not yet represent the peak of this second growth cycle. And NVIDIA’s second spring may not belong to NVIDIA alone. Memory and storage, optical networking, and AI data-center operators could all benefit if another AI infrastructure expansion cycle is now beginning. ZERO ALPHA will therefore use this earnings report — a mega-cap company returning to 100%+ core growth — as the starting point for a six-part NVDA Research Note series: 1/6. NVDA: The Second Spring — From P Leading E to E Leading P 2/6. NVDA: What Defines a True Mega-Cap Growth Stock? 3/6. NVDA: Why It Is Still in Its Prime, Not Near the Peak 4/6. NVDA: Four New Growth Engines — How Far Can the Second Spring Go? 5/6. NVDA: Why Leaders Lose Leadership — Lessons from Intel, Tesla, and AMD 6/6. NVDA: Will the Second Spring Reignite the Entire AI Infrastructure Chain? Each note will focus on one independent question and can be read on its own. ZERO Insight The most important message from this earnings report may not be that NVIDIA beat expectations again. It may be this: When a company already this large returns to 100%+ core growth while trading at a much lower P/E than during its first AI explosion, what needs to be revalued may not be just NVDA’s stock price — but our entire understanding of mega-cap growth.

For crypto founders, the biggest lesson from @fomo and @Pumpfun ascendance is that the distribution model of the last 5 years for apps is moot. Web3 is dead, wallet connect is dead, dApps are dead. The new plan is vertically integrated mobile: hide the crypto mechanics entirely. Single balance across chains, integrated onramp (Apple Pay is king), no bridges, no seed phrases or private keys (sign in with Google or X). For wallet apps themselves, this presents an existential crisis. The user demands simplicity & the feeling of safety. In the past, your wallet was a gateway to crypto. Now, I hold a deposit in each app I use and I don't yet care if they talk to each other. As always, we go through bundling and unbundling cycles. If Phantom and Jupiter and Metamask were bundling, we are now seeing a great unbundling.

ScreenRant presents an exclusive clip from #CoyoteVsACME#, featuring John Cena's Buddy Crane engaged in a serious discussion with Foghorn Leghorn. After such a long wait, Coyote Vs. Acme finally arrives in theaters on August 28!

I FOUND IT! This is an Election Judge training video for Carver County, Minnesota, from 2024. “Do not ask to see an identification card.” “If a voter presents identification, thank the voter & inform them that an identification card is not required if they are registered.” “Have the voter confirm their name & address; point to the oath & have them review the oath. Instruct the voter to sign their name.” Election fraud in Minnesota is as simple as knowing someone’s name, address, & signing a signature. No ID is required. Our elections are broken. Pass the SAVE America Act! *Note: ID isn’t required if you’re registering to vote via vouching — “You are the ID.”

🔴 VOICI COMMENT ILS ÉTEINT L'INCENDIE AVEC LES TRACTEURS Les agriculteurs sont toujours présents quand on a besoin d'eux ; ils l'étaient pendant la COVID et ils le sont encore aujourd'hui face aux incendies. Vive le secteur primaire ! 👏👏👏

Dans ces heures où les flammes éprouvent durement notre pays, la France révèle ce qu’elle est : un peuple uni, qui se serre les coudes. Merci à nos sapeurs-pompiers, à nos militaires, aux forces de sécurité civile, à nos gendarmes et policiers, ainsi qu’aux agriculteurs et entrepreneurs, qui par leur engagement et leur courage, combattent sans relâche les incendies. Tous les moyens civils et militaires sont mobilisés : moyens aériens de la Sécurité civile, Canadair, Dash, hélicoptères bombardiers d’eau, renforts venus de toute la France. Une première illustre la capacité d’adaptation de nos armées : l’A400M est engagé en appui des opérations. Aux côtés des habitants, de toutes les familles touchées, des déplacés à qui on pense, la Nation est pleinement engagée. Les maires, les élus locaux et les services de l’État, préfets et agents des Préfectures, sont en première ligne pour protéger, accompagner et préparer l’après. Ils peuvent compter sur le soutien indéfectible de la République. Merci à la Roumanie, la Croatie, l’Allemagne, au Portugal, à la Suède, la Suisse, la République tchèque et la Slovaquie pour leur précieux soutien. C’est l’Europe. Dans l’épreuve, elle fait vivre la solidarité qui la fonde. Nos pensées vont aussi à l’Espagne, à l’Italie, à la Grèce et à tous les peuples qui affrontent eux aussi les incendies. Dans le Sud-Ouest, en particulier en Gironde et dans les Landes ; dans le Sud, notamment dans le Var, les Hautes-Alpes et la Haute-Corse ; en Occitanie, en particulier dans les Pyrénées-Orientales, mais aussi partout où les flammes frappent, des milliers d’hectares ont été ravagés, des habitations détruites, des activités interrompues, des vies bouleversées. Nous reconstruirons, nous réparerons et nous serons présents aussi longtemps qu’il le faudra.