Friday File: Yet More Thoughts on NVIDIA, plus an update on some “Slumping” Holdings (including one buy)

As a reminder that we should always be humble, and always realize that a high degree of certainty invites the laughter of the crowd… how about that NVIDIA quarter last week? I didn’t know whether NVIDIA would offer up another “beat and raise” update, with optimistic talk about the market for their high-end data center […]