My view is Nvidia continues to

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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?

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After the last earnings report, Nvidia pulled back and consolidated before breaking to new highs, eventually climbing to $180.\n\nThis time, the earnings aren’t actually bad — the recent surge just front-loaded the gains.\n1. Is $170 the start of Nvidia’s new bull market, or should we wait for a pullback to the $150 support level? \n2. What’s your choice — is it ever too late to buy Nvidia?\n3. How will AVGO affect Nvidia stock price?","image":"https://community-static.tradeup.com/news/f25e2d9f09c0db67168713ec61de517e"}],"images":[],"coverImages":[],"html":"<html><head></head><body>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. \n \n \n \nHowever, 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&amp;D and competition from AMD and Google — these factors could squeeze margins and test pricing power. \n \n \n \nBlackwell’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. \n \n \n \nBullish in the near term, but cautiously watching gross margin and customer diversification. \n \n \n \n#Nvidia #NVDA #EarningsPreview #AIChips #StockWatch #GrowthVsPeak</body></html>","htmlText":"<html><head></head><body>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. \n \n \n \nHowever, 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&amp;D and competition from AMD and Google — these factors could squeeze margins and test pricing power. \n \n \n \nBlackwell’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. \n \n \n \nBullish in the near term, but cautiously watching gross margin and customer diversification. \n \n \n \n#Nvidia #NVDA #EarningsPreview #AIChips #StockWatch #GrowthVsPeak</body></html>","text":"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. 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