Nvidia delivered another strong quarter:
Revenue: $46.7bn (+56% YoY, slight beat)
Guidance: $54bn (excludes China sales)
Net income: $26.4bn (+59% YoY)
⚡️ AI demand continues to drive record results, with data centre chips accounting for $41.1bn. But the decision to exclude China from outlook raises concerns - many analysts had expected ~$2bn from resumed H20 chip sales.
Shares slipped ~2.5% after hours, reflecting the market’s sensitivity to geopolitical risks despite the company’s dominance in AI hardware.
Our take: Nvidia remains the clear leader in AI hardware. While near-term volatility is possible, we maintain our portfolio position given the long-term structural demand for AI chips.
$NVDA (NVIDIA Corporation)$AMD (Advanced Micro Devices Inc)$MU (Micron Technology, Inc.)$META (Meta Platforms Inc)
--------------------------------------------------------------------------------------------
𝗟𝗼𝗼𝗸𝗶𝗻𝗴 𝗳𝗼𝗿 𝗮 𝘀𝘁𝗿𝗼𝗻𝗴 𝗴𝗿𝗼𝘄𝘁𝗵 𝗽𝗼𝗿𝘁𝗳𝗼𝗹𝗶𝗼 𝗯𝗲𝗮𝘁𝗶𝗻𝗴 𝘁𝗵𝗲 𝗺𝗮𝗿𝗸𝗲𝘁? 🔍🟢
After years of testing, learning, and refining - this is the portfolio I’ve built to grow over time, not just spike on luck.
🚀 This isn’t about hype or guessing games. It’s a carefully built portfolio with exposure to over 40 assets - across stocks, ETFs, and crypto.
📈 And performance? It speaks for itself.
• 2Y Return: +173.6%
• 2023: +62.7%
• 2024: +49%
• 2025 YTD: +16.7%
🎓 CISI Certified – Wealth & Investment Management
Avg. Risk Score: 4-5
If that approach aligns with your goals, you're welcome to take a closer look... Show More
We use our own and third-party cookies on our websites to enhance your experience, analyze traffic, and for security and marketing. For more info, see our Cookie Policy or go to Manage Settings.
Privacy Preference Center
When you visit any website, it may store or retrieve information on your browser, mostly in the form of cookies. This information might be about you, your preferences or your device and is mostly used to make the site work as you expect it to. The information does not usually directly identify you, but it can give you a more personalized web experience. Because we respect your right to privacy, you can choose not to allow some types of cookies. Click on the different category headings to find out more and change our default settings. However, blocking some types of cookies may impact your experience of the site and the services we are able to offer.
More information
Manage Consent Preferences
Strictly Necessary Cookies
Always Active
These cookies are necessary for the website to function and cannot be switched off in our systems. They are usually only set in response to actions made by you which amount to a request for services, such as setting your privacy preferences, logging in or filling in forms. You can set your browser to block or alert you about these cookies, but some parts of the site will not then work. These cookies do not store any personally identifiable information.
Performance Cookies
These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site. All information these cookies collect is aggregated and therefore anonymous. If you do not allow these cookies we will not know when you have visited our site, and will not be able to monitor its performance.
Functional Cookies
These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.
Targeting Cookies
These cookies may be set through our site by our advertising partners. They may be used by those companies to build a profile of your interests and show you relevant adverts on other sites. They do not store directly personal information, but are based on uniquely identifying your browser and internet device. If you do not allow these cookies, you will experience less targeted advertising.
Cookie List
label
ConsentLeg.Interest
label
label
label
Fri Mar 13 2026 13:10:16 GMT+0000 (Coordinated Universal Time)
