From Nasdaq: 2025-06-02 14:48:00

Despite dominating the AI sector, Nvidia’s stock has only gained 2.3% YTD, outpacing the S&P 500 by a small margin. Strong financials, with a 69% revenue increase to $44.1 billion, hint at a buying opportunity for investors. Concerns about Chinese export restrictions have impacted stock performance, but Nvidia’s resilience shines through.

Nvidia’s data center revenue grew 73% to $39.1 billion, showcasing strength despite Chinese restrictions. The Blackwell architecture’s success in data centers and gaming, with revenues jumping 48% sequentially, demonstrates Nvidia’s diverse revenue streams. The company’s ecosystem approach positions them well for capturing expanding market share in the AI industry.

At 21.8 times projected 2028 earnings, Nvidia’s stock offers value despite not being cheap by traditional measures. The company’s dominance in AI infrastructure, software ecosystem, and market position make it a compelling long-term investment. Investors should consider the potential for significant returns based on Nvidia’s growth trajectory.

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Read more at Nasdaq: Is Nvidia Stock a Bargain?