$NVIDIA Corp(NVDA)$ NVIDIA FY2

NVIDIA FY2025Q1 is out.

As what accountant does, I go through the same routine, digest the figures and read the earnings call transcript to build the context.

My take - The Blackwell platform has not been priced in the share price! Talks of competition from big techs and AMD are irrelevant when technology is going so fast and make internally built AI system irrelevant quickly and more costly than Nvidia in terms of time cost and performance.

[ Market growth X market leadership X right valuation X market liquidity ]

https://www.insidermonkey.com/blog/nvidia-corporation-nasdaqnvda-q1-2025-earnings-call-transcript-1305649/?fbclid=IwZXh0bgNhZW0CMTEAAR3NRSFC9HwuOxmTM-10Akr5ksdbChXI2XVt94ST0KdWtfsVEvGYgOcmXWc_aem_AWp8_X0BTFiaYLdaSoL-JJnYM8OqIYM9I8V6gMEqm-A6SwCl-kBL2CRnxi8u_CXnZCY8tt_luYYuK3mQyPACwiCe

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