$NVIDIA(NVDA)$ Why I am making-To The Moon - Tiger Brokers Online Investing Community - To The Moon

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BrianLTS
11-12 09:58

$NVIDIA(NVDA)$ Why I am making this trade?

Despite market fears of an AI spending slowdown, real-world infrastructure demand continues to expand. Major cloud providers and AI infrastructure players (such as CoreWeave, which recently reported a 168% revenue surge and a $132.5 billion backlog) indicate that data center buildouts remain robust.

Nvidia reports Q3 results on November 17. If management guides for slower 2027 data center orders or steeper-than-expected gross margin pressure, analysts could cut forward earnings estimates—which would make today's cheap forward P/E multiple appear artificially low in hindsight. I will exit my position If this happens.

NVDA

11-12 08:48

USNVIDIA

Side	Price	Realized P&L
Buy Open	158.90	+5.95% Holding

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NEXTTOME
·11-12 10:02
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That 132.5B backlog matters more to me than the slowdown chatter. If cloud capex stays firm, forward P/E still looks understated into the print
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- BrianLTS:
  I am in opinion that the Capex stays firm.
  11-12 15:10
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