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Surely, the throne of this new era goes to them — doesn't it?

A short note on S&P 500 IT earnings strength and the moment of revaluation for Nvidia's 2026 AI portfolio

HHaelangdal·Founder AnalystMay 12, 20263 min readNvidia, AI value chain, earnings season, long-term investing, Haelangdal Note

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This report is provided for informational purposes only and does not constitute a recommendation to buy or sell any financial instrument. Investment decisions should be made based on your own judgment and responsibility. The analysis and opinions contained herein are based on information available at the time of writing and are subject to change.

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