$NVDA just dropped another absurd quarter: +106% revenue growth, 75% gross margins, and Data Center +117%.
And somehow the valuation is still the part worth arguing about.
At $213, our filing-based work puts fair value around $185โ$225, with the bull case requiring basically flawless execution for years.
Full breakdown in todayโs newsletter โ
https://t.co/oQt2w6zxvj
A 10-Q can tell you revenue grew.
That isn't enough.
Before trading a stock, I want to know:
- Revenue trend
- Margin trend
- Cash conversion
- Debt and dilution
- What valuation already assumes
- What would invalidate the thesis
- And then I still need the chart, catalyst, and risk setup.
Professional agents need more than execution.
High-quality vendors for professional market data, indicators, premium signals, etc. are key to building high-quality agents at scale โ powered by Verona as the auto-verification and payout network.
With @TradeOS_ai Agentic payment contracts live on the @verona_dev mainnet, stablecoins on top of Verona become the settlement rail for the emerging agentic economy.
Try now ๐ https://t.co/xkpvaamHth
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Markets run 24 hours across 13,000+ assets. Your attention runs about 40 minutes.
TradeOS turns your strategy into AI agents that watch everything, all the time, written in plain English.
Built on Verona, which shares in what it earns.
New Eridan Vol.06 | Seashade Pas Seul & Moonlight Whispers
Hi, Proxies!
This time, we're introducing Remielle's brand-new outfits, Seashade Pas Seul and Moonlight Whispers. Let's check them out!
New Feature: Research & Task ๐
Weโre excited to announce the launch of Research & Task, a new feature that helps users quickly analyze market conditions and turn it into clear next steps.
With Research & Task, users can ask for things like scheduled technical analysis, risk checks, market research workflow, and AI indicators planning in one place. Itโs designed to make research faster, easier, and more actionable.
This feature is now available in beta test. Try it out and let us know what you think! ๐
@TradeOS_ai Love this. research & task can analyze 10+ popular tickers at once, compare their performance, risk exposure, and sector balance, then rank them from strongest to weakest based on my own criteria ๐ซก
Prediction markets like @Polymarket are becoming a serious earnings research signal.
Not because they are perfect.
Because they update faster than many traditional inputs.
The better workflow:
SEC filings
Analyst revisions
Prediction market odds
Technical trend
Sentiment
Risk checks
We help turn that logic into AI indicators traders can actually follow.