Nvidia: Semi Alpha No More
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Nvidia has experienced strong performance driven by AI growth but now faces challenges such as shifting customer needs and regulatory issues, which may moderate future returns. Despite these challenges, Nvidia is projected to have significant revenue growth and stable margins through FY26.

January 19, 2025 | 5:00 pm
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Nvidia's exceptional AI-driven growth is facing challenges from regulatory headwinds and shifting customer needs, potentially moderating future returns. However, the company still projects significant revenue growth and stable margins through FY26.
Nvidia's growth has been driven by AI, but regulatory and market challenges could impact short-term performance. Despite this, the company projects strong revenue growth and stable margins, indicating potential for continued success.
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