earningssetup

$NVDA TRADING AT 18.7X P/E – HALF ITS 10-YEAR AVERAGE WITH ROBUST MOAT 🔥

Bank of America highlights that market fears over HBM costs and ASIC competition are overblown. Nvidia's $119B supply chain commitment and Rubin AI platform are expected to maintain gross margins around 75%. The current valuation is near an 11-year low with earnings catalyst approaching in August.

This setup suggests pessimism is already priced in while fundamentals remain strong. Will the market re-rate Nvidia once Rubin details emerge?

Not financial advice. Always manage your risk.

#NVDA #ValuePlay #TechAnalysis #EarningsSetup #Moat

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$NVDA SUPPLY SQUEEZE LOOMS AS SEMICONDUCTOR PRICE HIKES ACCELERATE ⚡

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Nearly 20 global analog and power semiconductor firms are set to raise prices on July 1, citing foundry cost pressures and surging AI data center demand. Order backlogs are full, and capacity visibility has improved sharply — a textbook setup for sustained revenue growth.

Market share will consolidate toward IDM leaders with deep upstream integration, especially those exposed to the power chip boom. The momentum is structural, not cyclical. Are you positioned for the July catalyst or waiting for pullback?

Not financial advice. Always manage your risk.

#NVDA #Semiconductor #AI #EarningsSetup #SupplyChain

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