Quick Read – NVDA’s Q1 revenue hit $82B (up 85%), while LLY’s Mounjaro drove a nearly $2 EPS beat against analyst estimates. – JNJ’s 64-year dividend streak and $100B revenue guidance make it the ideal ballast for a portfolio built to compound. – Act now: the analyst who called…
IDIA in 2010 just named his top 10 AI stocks — and Johnson & Johnson didn’t make the cut. Grab the names FREE today
I keep buying NVIDIA, Eli Lilly, and Johnson & Johnson, and if a fire took my brokerage statement to zero tomorrow, those are the three tickers I would start typing in again on day one. They each do something I cannot replicate by being clever. Why the buy button stays active on NVIDIA NVIDIA (NASDAQ:NVDA) is the one position where I have stopped pretending I can time it.
Q1 FY27 revenue came in at $81.61 billion, up 85.23% year over year, with non-GAAP EPS of $1.87 against a $1.7738 estimate. Free cash flow alone was $48.55 billion in a single quarter. Full year FY26 free cash flow reached $96.58 billion.