Sometimes we learn more from our mistakes than from what we got right. Lately a series of events, headlines, and price action has made me wonder “if we got these things so wrong, what else could we be missing?” NVDA has added almost $1 trillion of equity market cap since the start of the year (at 2pm or so yesterday, when the idea for this report struck, it was over $1 trillion). How did Wall Street get this performance so wrong? There have been a lot of bulls on this stock, and rightfully so. But I can’t remember many (any) ... Wall Street’s Trillion Dollar Mistake(s)