REZI → $42.00 by Nov 2, 2026.

Another batch of Substack company write-ups, all published within the last week. Not my work - sourced from Giles Capital's weekly compilation: [https://gilescapital.substack.com](https://gilescapital.substack.com) # Americas **longtermpick** on [**NVIDIA**](https://longtermpick.com/p/nvidia-analysis-2026) (🇺🇸 NVDA US - US$5tn) P/E 20.8x against a five-year average of 37.7x, with consensus expecting 44% EPS growth. Gross margins at 74% are real. The AI capex cycle still runs through this company. **alphaseeker84** on [**Microsoft and Meta**](https://alphaseeker84.substack.com/p/same-ai-bill-opposite-verdicts-metamsft) (🇺🇸 MSFT US, 🇺🇸 META US - US$3.1tn, US$1.7tn) Same AI bill, opposite …