NVIDIA (NVDA) shares are the focus as the market is increasingly indicators of the company’s strong growth. In recent months, the shares have received about 20%.
Kimberley Forest with Bokeh Capital told about the company during the latest program on the Schwab network. She believes the demand for Nvidia chips remains strong.
“I think the title if I came back for sale, writing about it, it would be like Porsche, except for replacement, or no replacement. You know that years ago, decades ago, it was a Porsche statement that no other car was as good as them and I think Nvidia Corp (Nasdaq: Nasdaq) Degrees and even such a sophisticated product.
A major high -end color plan is connected to a game computer. With its latest numbers and performance, Nvidia was able to prove that skeptics were wrong. In the recently registered quarter, the NVIDIA computer revenue increased by 76% per year due to the Blackwell GB200. Despite the $ 4.5 billion inventory fee related to US import restrictions for China, the company expects the company to reach a range of 70% by the end of this year due to the scaling of Blackwell production. NVDA Bulls believes that the company can easily offset the losses associated with China amid new products and market diversification. Human Saudi Arabia plans to buy more than 200,000 AI graphic processors with Nvidia, which potentially brings $ 15 billion. UAE has reportedly have an agreement of up to 500,000 graphic processors. Even without China’s participation, Nvidia has said that nearly 100 AI factories are being built. These factories have hyperskaler, which deploy 1000 NVL72 shelves, each of the 72,000 Blackwell graphics processors.
The Big Growth Foundation Riverpark stated the following concerning the Nvidia Corporation (NASDAQ: NVDA) in its Q1 2025 Live Investors:
“Nvidia Corporation (NASDAQ: NVDA) was our main detractor in the quarter as investors were profitable after their unusual indicators in 2024. Although reported strong quarterly results, the shares were distracted against the backdrop of the concern that the AI demand is closest and that the capital costs of hyperskallers can be moderate. In addition, investor anxiety has grown after the announcement of wide new tariffs that caused fear of supplying chain and increased costs to the semiconductor industry. We still believe that NVIDIA remains one of the best important companies in global computing, with the best graphic processes in the classroom, dominant software and expanding capabilities in conclusions, networks and AI Edge. The long -term secular tendency for accelerated calculations remains intact, and we believe that NVDA is well placed to become a key beneficiary. “
