Nvidia’s impressive +56.7% rally since April 2024 has been driven by its robust long-term capital appreciation prospects and the company’s double beat FQ1 ’25 results, promising FQ2 ’25 guidance, and the recently completed 10-for-1 stock split. As the market trend points to durable long-term generative AI demand, Nvidia remains well poised to retain its AI market leadership. However, with the market currently over exuberant and Nvidia likely to report tougher YoY comparisons ahead, it may be more prudent to wait for a moderate retracement before adding. The company’s management still guides excellent FQ2 ’25 numbers, and the market trend points to durable long-term generative AI demand.
Nvidia’s AI Boom Continues
Nvidia remains well positioned to retain its AI market leadership, with the management still guiding excellent FQ2 ’25 numbers, and the market trend pointing to durable long-term generative AI demand.
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