Nvidia, fantastic business and it shows up in its gross margins. It's scoring at the moment 70-71% gross margins. So, for every dollar that comes in the door um at Nvidia, they only give away 30 cents.
— Cestrian Capital Research, at 0:00
companies · creators · receipts
Descriptive creator-sentiment only. Review-pending. Not investment advice.
Creator moments across 110 tracked companies. Quote-backed, audited, review-pending. Timestamp links where transcript offsets exist. Not market-wide coverage.
rule72 tracks a hand-curated universe of 110 companies — the companies it understands today, built from attributed creator evidence. This is not market-wide coverage. 84 of them carry grounded creator evidence in the current dataset.
Beyond it, 98 more companies surface in creator transcripts but aren’t tracked yet — what rule72 may understand next. Discovery is not coverage: a candidate becomes tracked only after an operator-gated review. See discovered candidates →
9 clips · Cestrian Capital Research · posture / timestamp refine this page (9 of 19)
Nvidia, fantastic business and it shows up in its gross margins. It's scoring at the moment 70-71% gross margins. So, for every dollar that comes in the door um at Nvidia, they only give away 30 cents.
— Cestrian Capital Research, at 0:00
this is an exceptionally good quality company... Revenue growth rate strong, a lot of revenue, revenue growth is accelerating, cash flow margins high and stable, and an awful lot of cash in the bank.
— Cestrian Capital Research, at 3:24
I'm bullish Tesla. I'm likely to open a position in this later on today... I think Tesla has some great potential.
— Cestrian Capital Research, at 3:27
Nvidia, fantastic business, and it shows up in its gross margins. It's soaring at the moment, 70, 71% gross margins. So, for every dollar that comes in the door at Nvidia, they only give away 30 cents... most of the intellectual property that's embedded in an Nvidia computing mod
— Cestrian Capital Research, at 3:46
Watch video ↗No timestamp available in this export.I would not be surprised at all to see Rivian break to the upside... this thing looks like it's been under accumulation since January, maybe early February, and I think that has got a shot paying up those paying off those investors really well.
— Cestrian Capital Research
Watch video ↗No timestamp available in this export.I think that service now is bottoming along here... I think this one can succeed. I think it it looks technically good... I think service now has a really good chance to run up.
— Cestrian Capital Research
Watch video ↗No timestamp available in this export.I remain bullish on Palantir.
— Cestrian Capital Research
Watch video ↗No timestamp available in this export.AMD has a more bullish look than Nvidia... it's in a stronger position than Nvidia. Nvidia is below its 200 day moving average. AMD is above. So, I think AMD has a more bullish setup to my mind than Nvidia.
— Cestrian Capital Research
Watch video ↗No timestamp available in this export.So I think Palanteer is looking looking strong.
— Cestrian Capital Research