The company keeps proving the AI story is real. Revenue growth, data center demand, and Blackwell adoption have been strong enough that skeptics have had to constantly move the goalposts. The latest numbers showed how much the AI infrastructure buildout is still benefiting NVIDIA, with data center revenue remaining the main driver.
But the question I keep coming back to is whether investors are expecting too much perfection.
A great company can still become a difficult stock if expectations get too far ahead of reality. NVIDIA is no longer being judged like a normal semiconductor company. Every quarter feels like a test of whether AI spending can stay at an extraordinary level.
The interesting part is that both sides have a reasonable argument.
Bulls see a company sitting at the center of the biggest technology shift in decades.
Bears see a market that may already understand the story and is looking for the next surprise.
The question is: are investors underestimating how long the AI infrastructure cycle can last, or are they already pricing in the best-case scenario?
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