NVIDIA's AI Compute Wave Justifies a Relentless Buy
TL;DR
NVDA delivered a powerhouse quarter with about $96.2B in revenue (up ~106% year over year), 75% gross margin, 60.4% operating margin, and ROIC over 92%, plus a Q3 revenue guide near $108B amid a supply‑constrained AI buildout. With debt to equity around 0.07 and free cash flow of roughly $21B, Nvidia sits at the center of AI infrastructure through 2030, backed by hyperscaler orders and sizable buybacks, even as AI slowdown headlines swirl. Risks include circular financing commitments (NVDA guaranteeing hundreds of billions for partners and AI labs), but the author plans to keep buying on dips, arguing compute equals revenue in this thesis.
- Why I’m Doubling Down on Nvidia Stock Hand Over Fist 24/7 Wall St.
- Nvidia Stock Drops. It’s Still the Best Chip Bet in an AI Slowdown. barrons.com
- Meta, Alphabet and Microsoft Rise While Nvidia Falls After Three AI Chiefs Call For Slowing Down Frontier Models Yahoo Finance
- Pacing The Frontier AI Will Hurt Nvidia More Than Micron (NASDAQ:NVDA) Seeking Alpha
- Nvidia Triggers Key Signals As AI Warnings Mount; Is Nvidia A Sell Now? Investor's Business Daily
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