Nvidia: Stellar Numbers With Underlying Industry Risks

about 2 months ago

"if you ask me, if I look at Nvidia, all great. The numbers, the backlog, the orders, the sales, the prices, the margins, everything looks perfect. But I also know that in the semiconductor industry, when there is a boom, usually there follows a bust and all of these things can revert. Of course, whether those will revert and the stock will be at 7 trillion or not, I have no idea."

The speaker provides a stock-specific commentary on Nvidia, noting its impressive operational metrics while cautioning that semiconductor booms can be followed by busts. There is recognition of strong current performance mixed with uncertainty about long-term sustainability.

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