Jerry Romine Stocks
@jerryromine
I'm Jerry Romine, founder of Jerry Romine Stocks. I started investing in the 1990s and now manage my own capital part time.
Recent stock mentions
"Nvidia is the Mag 7 champion."
"Amazon scored zero. The margins, the capital efficiency, and the valuation picture all need to improve before this fight looks different."
"Tesla spent years telling investors they're a tech company. Today, we treated them like one, and they got smoked. One point out of 18, dead last."
"Apple scored four."
"Meta scored four."
"Alphabet also scored five."
"Microsoft earned five points, a disciplined, high-margin cash machine that loses this fight only because Nvidia happens to be in it."
"Microsoft earned five points, a disciplined, high-margin cash machine that loses this fight only because Nvidia happens to be in it."
"What that win means is that Nvidia is not just the best-known name in AI right now, it's the best-scoring business in this group on every fundamental dimension that actually matters for long-term investors."
"For those of you wondering why Nvidia is one of my largest holdings, now you know."
"The final verdict: Nvidia wins the Mag 7 face-off with 18 points, and it wasn't just a clean sweep."
"If you're holding Tesla or Amazon as part of a Mag 7 thesis, and assuming they're roughly interchangeable with Nvidia or Microsoft, the numbers say otherwise."
"If you're holding Tesla or Amazon as part of a Mag 7 thesis, and assuming they're roughly interchangeable with Nvidia or Microsoft, the numbers say otherwise."
"If you're holding Tesla or Amazon as part of a Mag 7 thesis, and assuming they're roughly interchangeable with Nvidia or Microsoft, the numbers say otherwise."
"If you're holding Tesla or Amazon as part of a Mag 7 thesis, and assuming they're roughly interchangeable with Nvidia or Microsoft, the numbers say otherwise."
"Apple and Meta sit right behind them at four each."
"Apple and Meta sit right behind them at four each."
"Microsoft and Alphabet each scored five points,"
"Microsoft and Alphabet each scored five points,"
"It tells you that right now, across profit generation, revenue growth, capital efficiency, free cash flow production, valuation quality, and balance sheet health, Nvidia is the strongest name in this entire group by every structured measure we applied."
"Nvidia won this fight and it wasn't particularly close."
"Amazon zero."
"Tesla one,"
"Meta four,"
"Apple four,"
"Alphabet five,"
"Microsoft five,"
"Nvidia 18,"
"Tesla takes third."
"Alphabet takes second,"
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