Nvidia Q2: The $10 Trillion Thesis

Kenio Fontes 3.09K Followers Follow Summary Nvidia Corporation continues to deliver triple-digit revenue growth, reinforcing its wide-moat status and leadership in AI infrastructure. Q2 results exceeded expectations with $96.2B revenue and 66% operating margin, while Q3 guidance of $108B signals ongoing robust demand. NVDA stock's valuation remains compelling at a low-20s P/E, with strong margin expansion and significant optionality from new platforms like Vera Rubin and Hyperion. I see a plausible path to a $10T market cap for NVDA in 3-5 years, though macro and technical hurdles may temper near-term upside. Robert Way/iStock Editorial via Getty Images In my last article , I reiterated my Buy rating for Nvidia Corporation ( NVDA ). Not only because I continue to believe that Nvidia is a wide-moat company that is super important in This article was written by Kenio Fontes 3.09K Followers Follow Equity Research Analyst with a broad career in the financial market, covered both Brazilian and global stocks. As a value investor, my analysis is primarily fundamental, focusing on identifying undervalued stocks with growth potential. Feel free to reach out for collaborations or to connect! Analyst’s Disclosure: I/we have a beneficial long position in the shares of NVDA, AMZN, GOOGL either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.