How Are People Actually Thinking About NVDA Into Earnings?
Been looking at NVDA again and I keep going back and forth on it.
On one hand, the business still looks ridiculously strong and AI spending clearly hasn’t disappeared. On the other, it feels like the bar for Nvidia is getting higher every quarter. A normal beat doesn’t seem like enough anymore because everyone already expects them to beat.
I’m not really trying to call a top here. I’m more curious about the risk/reward when you have a great company, huge expectations, and a stock where almost everyone already knows the bull case.
For people actually following/holding NVDA, are you comfortable sitting through earnings here? Trimming beforehand? Or do you think the valuation conversation is still way too early as long as AI capex keeps growing?
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