Nvidia: Time To Get Greedy

On the Pulse
14.44K Followers
(9min)

Summary

  • Nvidia Corporation's Q1 2026 earnings showcased robust growth, especially in data centers, with sales up 69% YoY and strong momentum in the Gaming and AI PC segments.
  • Despite a margin hit from new U.S. export restrictions and a $4.5B inventory impairment, Nvidia remains highly profitable and well-positioned for future AI-driven demand.
  • AI infrastructure spending is projected to surge, providing Nvidia with a multi-year growth runway as companies invest heavily in data centers and server upgrades.
  • With a compelling valuation at 24x 2026 profits and rising earnings estimates, I maintain NVDA stock at a Strong Buy rating and see substantial long-term upside for Nvidia.

Nvidia Corporation building in Taipei, Taiwan.

BING-JHEN HONG/iStock Editorial via Getty Images

Thursday’s Q1 2026 earnings presentation of Nvidia Corporation (NASDAQ:NVDA) highlighted that the chip company is able to thrive even in a challenging market.

In the last couple of months, Nvidia and other chip companies, like

This article was written by

14.44K Followers
A financial researcher and avid investor with a keen eye for innovation and disruption, as well as growth buy-outs and value stocks. Keeping an eye on the pace of high tech and early growth companies, I write about current events and the biggest news surrounding the industry, and strive to provide readers with ample research and investment opportunities.

Analyst’s Disclosure: I/we have a beneficial long position in the shares of NVDA 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.

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