Nvidia Delivers, Tariffs Loom, and Crypto Builds the Rails

Dear readers, Yesterday we flagged Nvidia’s earnings as the ultimate stress test for the AI trade, with a trillion-dollar valuation riding on the outcome. The number came in loud and clear after Wednesday’s close: Nvidia crushed it. But by Thursday morning, tariff headlines out of Washington were already complicating the celebration — proof that even […] The post Nvidia Delivers, Tariffs Loom, and…