NVDA
🌏 The impact of potential China tariffs represents a manageable portion (estimated 5-7%) of Nvidia’s total revenue, a percentage expected to decrease over time as overall revenue grows.
📈 Despite short-term volatility and market concerns, Nvidia’s revenues are projected to continue growing significantly.
💰 Reaching previous highs represents a potential 50% upside, but achieving this requires favorable macroeconomic conditions (low uncertainty, strong economy) alongside continued strong earnings from Nvidia.
@bernardodegarcia:
“I mean, talking about ASML and Nvidia and others… I mean, we go right now to Nvidia, okay? And Nvidia, you see it can rise from its current level to its maximum, that’s 50%, okay? But what happens? You’re talking about a maximum scenario. So here you need to have macroeconomically zero uncertainty, the economy needs to be pulling the cart perfectly, and Nvidia needs to have very good quarterly results, okay? I think of the three things, in the short-medium term, only the last one can possibly happen, okay? Ah, we have to wait until September, October to see how, let’s say, all this volatility ends up… ends up decreasing and, let’s say, we could revisit these historical highs, okay?”
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