Two Sentence Traders

Quick hits - July 11, 2026

By rummy ·

$NVDA: management says growth accelerating even at $100B quarterly, Vera Rubin carrying the next 12 months: Morgan Stanley's sit-down with $NVDA's CFO and CEO came out bullish: 'accelerating growth rates' flagged even at $100B revenue per quarter, with the Vera Rubin cycle called out as the driver for the next 12 months. If you were waiting for management to tap the brakes on the cycle, this wasn't it.


Aggregated and distilled by Two Sentence Traders. Not financial advice.