HeyJaredEdelweiss Capital Research
Capital is sacred and scarce. We invest in businesses, people and cultures. Behind rebel capital allocators, incentives, and business moats.
- Indexed issues, last 90 days
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- Jul 12, 2026
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- Jul 12, 2026
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The Art of not Selling (too early) (opens the original)
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On July 8th, Nvidia’s market cap was about a trillion dollars lighter than it had been eight weeks earlier. The stock is down 16% from its all time high on May 14th, trading around 18x forward earnings, a multiple you’d have to go back to 2019 to find. And yet Nvidia still controls somewhere between 85% and 92% of the AI accelerator market. When do you buy? And when do you just admit you have no real idea whether something is cheap, treating that admission as a smart move rather than a failure?
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