$NVIDIA Corp(NVDA)$ I was a big skeptic of NVDA a year ago - but after the last quarters earnings, that was it, I thanked god it dropped below $100. I mean $15,000,000,000 and 57% NET margins, NET, in ONE QUARTER! Its just insane.
And Cuda/H100 (blackwell soon) combination is an incredibly wide moat, on all fronts - those saying we have reached the top, well then why is AI capex just skyrocketing at major companies - esp. the tech giants?
At some point it may slow down, but not over the next 4-6 quarters, and during that time, AI capex will keep accelerating, all the while with NVDA still not having any real competition; $15 billion in net profit in one quarter is crazy, but I think its about to get even crazier.
Time to party on the moon!
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
Comments