Nvidia: Blackwell Ramp Hit Gross Margin, Expecting Low 70s
Nvidia(NVDA) Seeking Alpha·2024-11-21 23:38
Nvidia Corporation (NASDAQ: NVDA ) has rallied over 40% from its September low, driven by continued positive earnings revisions. The stock declined by 2.5% despite the company delivering another strong quarter. While NVDA's lofty valuation remains a major concern, it has I'm specialized in fundamental equity research, global macro strategy, and top-down portfolio construction. I graduated from UCLA with a degree of Business Economics and UMich Ross School of Business with a Master of Accounting. I'm a senio ...