Cap Drift | Capdrift

Oliver Buchannon

Cap Drift

NVIDIA Earnings: What's Priced In vs. What Actually Matters

Aug 26, 2025

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3 min read

NVIDIA Earnings: What's Priced In vs. What Actually Matters

UnitedHealth Group: Trapped in the Unfixable Squeeze

Aug 24, 2025

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8 min read

UnitedHealth Group: Trapped in the Unfixable Squeeze

Waste Management: Analyzing the Path to a 33% Margin

Aug 17, 2025

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6 min read

Waste Management: Analyzing the Path to a 33% Margin

Reddit's Q2 Performance: A New Era of Profitability or a Volatility Trap?

Aug 14, 2025

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5 min read

Reddit's Q2 Performance: A New Era of Profitability or a Volatility Trap?