Nikhs
| Platform |  | Pricing | Only free issues | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 192 | Founded | a year ago | Last Issue | 6 days ago |
| Active | |||||
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nikhs.substack.comLatest Issues
NVIDIA 1QFY25 Earnings: The Architecture of Intelligence
TL;DR
· Our NVIDIA thesis has matured from demand to standardization. We already believed generated software and agentic AI make compute a revenue engine; Q1’s new ACIE disclosure gives us the first real test of whether that demand is s...
The Route Changes
TL;DR:
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Backward-looking quality metrics measure the old route, not the next one. High margins, stable earnings, and strong returns can persist long after a profit pool has started migrating.
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The key question in disruption is no...
Nu Holdings 1Q26: The Decision Engine Meets the Credit Cycle
TL;DR
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Right on the business, early on the stock: NU has compounded revenue, ARPAC, customers, Mexico, and AI; but the stock is flat because the market still prices it as a credit-sensitive bank.
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Q1 made the thesis testable: 15–...
Applied Materials 2QFY26: The Complexity Tax Gets a Volume Multiplier
TL;DR:
· The thesis worked. All four signposts cleared, and AMAT raised CY26 semi equipment growth from >20% to >30%; the debate is now what is priced in at $468.
· Complexity now has a volume multiplier. AMAT is not just getting more...
Toast 1Q26 Earnings: The Register, the Moat, and the Manager
TL;DR
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Toast is no longer just trying to be the system restaurants use; it is trying to be the system that does the work restaurants used to outsource.
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The quarter strengthened the long-term thesis; higher monetization, strong A...
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