Nvidia: Why I Am Doubling Down On The Drop
Portfolio Pulse from
Nvidia's Q1 2025 earnings exceeded expectations, but the stock response was muted due to investor fatigue. Sales nearly doubled year-over-year, driven by strong data center GPU demand. The upcoming Blackwell-themed GPU launch in Q4 is expected to boost sales and profits in 2025.

November 29, 2024 | 10:00 am
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Nvidia's Q1 2025 earnings exceeded expectations, but the stock response was muted. Sales nearly doubled YoY, driven by data center GPU demand. The upcoming Blackwell-themed GPU launch is expected to be a significant growth catalyst in 2025.
Nvidia's strong earnings and sales growth indicate robust business performance. The muted stock response suggests a potential buying opportunity. The anticipated Blackwell GPU launch is expected to further boost sales and profits, making the stock likely to rise in the short term.
CONFIDENCE 95
IMPORTANCE 90
RELEVANCE 100