NVIDIA EARNING, NO SLOWDOWN

Nvidia’s latest earnings report has been hailed as “fantastic” by Keith Gallagher, Senior Portfolio Manager at Gradient Investments, who praised the company for delivering strong results across the board—beating earnings expectations, raising forward guidance, and reporting that its products are effectively sold out. This performance, driven by surging data center revenue and the imminent rollout of next-gen architectures like Blackwell and Rubin, strongly validates the AI investment thesis and eases concerns about an “AI bubble.” Despite its lofty valuation, Nvidia’s projected 50–60% growth rate supports a P/E multiple of 27x, positioning it as a compelling long-term opportunity, even if short-term price action remains range-bound.

The positive momentum extends beyond Nvidia to the broader AI ecosystem, fueled by escalating capital expenditures from cloud giants like Amazon and Microsoft, which creates ample runway for competitors like AMD and Broadcom. Notably, Nvidia’s reduced dependence on the China market is seen as a strategic advantage, with strong demand emerging from regions like Saudi Arabia; any future re-entry into China would be a bonus rather than a necessity. While margins will hinge on product mix and supply chain stability—details expected in Jensen Huang’s upcoming earnings call—the overall sentiment remains bullish. The report reinforces confidence in the AI trade’s durability and offers reassuring clarity for investors, tech professionals, and market watchers alike.

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