NVIDIA Corporation (NVDA): a theory of the case of Taurus

We came across a Haussier thesis On Nvidia Corporation (NVDA) on Kontra Investments Sublack. In this article, we will summarize the thesis of Bulls on NVDA. The action of Nvidia Corporation (NVDA) was negotiated at $ 139.19 at 29 years^th Can. NVDA monitoring and p / e were 45.85 and 31.25 respectively according to Yahoo Finance.

NVIDIA Corporation (NVDA) has once again exceeded Wall Street’s expectations, marking its consecutive eleventh quarter to outperformance with income from the first quarter of $ 44.06 billion, an increase of 69% from one year to the next. Profits increased by 26% to 18.8 billion dollars and adjusted BPA reached $ 0.96, exceeding estimates.

For the future, the company provides $ 45 billion in revenues for the next quarter, signaling continuous dynamics despite geopolitical opposite winds, including commercial restrictions with China. These restrictions, especially around the H20 chip, led to around $ 4.5 billion in income loss and inventory discounts. However, CEO Jensen Huang remains confident, highlighting the acceleration of IA global infrastructure demand.

Nvidia’s main forces are anchored in its data center and gaming segments. Data center income, led by networking demand, totaled $ 39.1 billion, while games are $ 5 billion, supplied by the release of Blackwell GPUS. Hyperscal customers adopt NVL72 racks at an aggressive pace, highlighting Nvidia’s pivotal role in diet of AI deployments.

The concerns of the supply chain have relaxed, with stabilized stocks and alignment between production and deployment. The company generated $ 26.2 billion in cash flow available this quarter, allowing current investments and shareholder yields via buyouts. Geographically, Nvidia diversifies its income base; Singapore’s contribution has increased, while China now represents only 13% of income.

The main global AI projects, including the Stargate initiative, the sovereign efforts of Arabia Saudi Arabia and a 5GW water campus, indicate an immense advantage. With the resilient fundamentals, advanced technology and exposure to AI world construction, Nvidia remains a leading investment opportunity with a high long -term increase.

Previously, we covered Nvidia Corporation (NVDA) in April 2025 in which we summed up a Haussier thesis By aggravating your wealth on substitution. The author has highlighted the dominant position of Nvidia in AI and accelerated IT, its data center segment leading 88% of income and dominating more than 95% of the ACA Accelerator market. Despite signs of deceleration and compression of margins, the article argued that the solid report of Nvidia, the owner ecosystem of Cuda and the deactivation assessment offered a convincing long -term growth opportunity. Since our last coverage, the stock has increased by 25.7% to 29 years^th Can.