Mentioned
NVIDIA Corporation
NVDA
-1.25 (-0.68%)
180.85
180.89
Lena Birse
United Kingdom
4m
Edited
Dear Copiers Markets have been in a downward trend and everyone has been waiting anxiously to see if $NVDA (NVIDIA Corporation) earnings would be amazing and reverse the trend. Interestingly although Nvidia had stella results which I will go into…the market initially went higher on the announcement of NVDA positive news but later in the day it absolutely tanked. I guess it was a good day for day traders as all these movements would have provided lots of opportunities for taking swing trades. But for someone who is a long-term buy and hold fundamental investor – we do nothing instead I completely tune out all of the noise and focus on what NVDA reported to see if our thesis is still intact – i.e is AI still going to be a massive part of our future and not just a bubble about to pop. Let’s look at the Key Take aways of NVDA earnings NVDA significantly outperformed many analysts’ expectations and reported strong growth especially in their Data Centre business (AI/cloud infrastructure). Both revenue and profits were a beat, and they grew sales by stunning 62% YOY to $57 Billion. They also reported that profits are up a staggering 65% YOY at $31.9 Billion. CEO Jensen Huang said that Cloud GPU’s are sold out and Blackwell sales are off the chart. He also added that he rejects the idea that we are in an AI bubble and says AI is rooted in real fundamental changes. And with the numbers that NVDA has just reported I have to say I am in total agreement with Jensen Huang . Of course, this doesn’t mean that markets won’t be volatile and we could still see some more drawdown but eventually I believe we will not only recover but go on to new highs once market returns to rationality. Many Thanks Lena 24/11/2025
1 Mentioned
NVIDIA Corporation
NVDA
NVIDIA Corporation
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