$NVIDIA(NVDA)$ Why I am making this trade?
Despite market fears of an AI spending slowdown, real-world infrastructure demand continues to expand. Major cloud providers and AI infrastructure players (such as CoreWeave, which recently reported a 168% revenue surge and a $132.5 billion backlog) indicate that data center buildouts remain robust.
Nvidia reports Q3 results on November 17. If management guides for slower 2027 data center orders or steeper-than-expected gross margin pressure, analysts could cut forward earnings estimates—which would make today's cheap forward P/E multiple appear artificially low in hindsight. I will exit my position If this happens.
| Side | Price | Realized P&L |
|---|
| Buy Open | 158.90 | +5.63% Holding |
Trade Feed: Who is your favorite trader?
Come to the Trade Feed Topic to find more trading opportunities! Also, please feel free to recommend and introduce fellow Tigers to the "hidden gem traders" that you've discovered!
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
Comments