My view is Nvidia continues to impress with its massive YoY growth — 66% revenue jump and $22.26B in adjusted net income is no small feat. The data center segment alone now drives 86% of revenue, a testament to Nvidia’s dominance in AI and cloud computing.
However, there are growing concerns. Heavy reliance on a few large customers (top 5 making up 58%), cost pressures from TSMC yields and Malaysian packaging, plus rising R&D and competition from AMD and Google — these factors could squeeze margins and test pricing power.
Blackwell’s ramp-up and H200 acceleration offer near-term momentum, but long-term sustainability will depend on how Nvidia navigates concentration risk and evolving supply chain dynamics.
Bullish in the near term, but cautiously watching gross margin and customer diversification.
#Nvidia #NVDA #EarningsPreview #AIChips #StockWatch #GrowthVsPeak
Waiting Game: Nvidia at Highs, Add at $170 or Wait $150?
Nvidia’s Q2 revenue rose over 55%, but revenue in China dropped sharply by 24%, wiping out $93B in market value. After the last earnings report, Nvidia pulled back and consolidated before breaking to new highs, eventually climbing to $180.
This time, the earnings aren’t actually bad — the recent surge just front-loaded the gains.
1. Is $170 the start of Nvidia’s new bull market, or should we wait for a pullback to the $150 support level?
2. What’s your choice — is it ever too late to buy Nvidia?
3. How will AVGO affect Nvidia stock price?
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