Long-form equity research, policy analysis, and capital-markets commentary by Sterling Rettke.https://sterlingrettke.com/en-ushttps://sterlingrettke.com/writing/nvidia-mammoth/https://sterlingrettke.com/writing/nvidia-mammoth/$NVDA at $5.21T is now the second-most-profitable company on Earth, behind only Alphabet, and on a run-rate to lead it outright, growing earnings 65%+ at a scale no company has ever sustained. The thesis is that earnings double from here at a compressed multiple. No re-rate required.Wed, 27 May 2026 00:00:00 GMThttps://sterlingrettke.com/writing/bezos-no-tax-bottom-50/https://sterlingrettke.com/writing/bezos-no-tax-bottom-50/the math actually might be more generous than he claims, but definitely harder to accomplish than implied.Thu, 21 May 2026 00:00:00 GMThttps://sterlingrettke.com/writing/lululemon-brand-doesnt-die/https://sterlingrettke.com/writing/lululemon-brand-doesnt-die/no long term debt, strong overseas growth, and the rare brand that actually has a loyal customer base — why then does this stock keep LULUsing money?Tue, 19 May 2026 00:00:00 GMThttps://sterlingrettke.com/writing/amazon-reacceleration-trade/https://sterlingrettke.com/writing/amazon-reacceleration-trade/AWS has re-accelerated for six straight quarters. Amazon's advertising business hit $69B in 2025. logistics monetization just started. the case for $750 by year-end 2030.Thu, 14 May 2026 00:00:00 GMT