Being one of the greatest firm of the current era, is attracting more customers. I don't think its customer pool is too concentrated. 

I believe that Nvidia will close between USD 180 to USD 185 as well

Buying opportunity is at the current price. The ramp up in Blackwell is strong in q3.  The total addressable market is huge as what Jensen huang mentioned. Every analyst is still underestimating the revenue from the ramp up of blackwell

$NVIDIA(NVDA)$ Nvidia's Q2 FY26 earnings revealed a revenue beat of $30 billion (up 122% YoY) and $0.68 EPS (up 168% YoY), but the disclosure that two clients account for 39% of revenue has ignited debates about overreliance on hyperscalers like Microsoft and Amazon. The stock dipped 6.38% after-hours to $116.88, extending a pattern of post-earnings declines followed by rebounds, with at least 10 institutions raising 12-month price targets post-release, lifting the average 3% to $202.60. With the S&P 500 at 6,512.34, Nasdaq at 21,918.45, and Bitcoin at $123,456, the VIX at 14.12 reflects calm amid tariffs (30% on EU/Mexico, 35% on Canada) and oil at $74.50/barrel. Is this a healthy correction or an overreaction? Could a slide to $170 be a buyi

Value is what you get, price is what you pay. it is always buying opportunity when such a good business pull back in terms of price. Yes, growth might be slowing down, but analysis deeper in terms of the company moat. Compare it against the potential competitor. Hardly another company come close to NVIDA.

Nvidia isn’t far from the $5 trillion milestone. It needs just another 14% gain, which could happen within the year. The first trillion is the hardest, the next one gets easier. The technological moat is very wide, even if it may not be permanent. There’s no doubt Nvidia will milk it big time in the near future. Its net profit margin is a staggering 52%. Nvidia reported earnings on Wednesday and the stock initially dropped 3% in after-hours trading, at one point does such as 5%. Some investors were probably just taking profits. The results weren’t bad, though some may complain that revenue growth has decelerated. But growing at over 56% YoY is still very fast for the world’s largest company. None of the other Magnificent 7 are growing at this pace—not even half of it. Nvidia beat both reve

thanks

It was a week of price turbulence for $NVIDIA(NVDA).  Based on the earnings and forecast, I remain cautiously bullish for the long term.  I have confidence over its management to do a good job and adjust the business plan from time to time accordingly. I am not overly worried.  However, it is good to have a strategy and risk mitigation as an investor. Before the earnings announcement, I guessed the price to be in the range of $180-185.  So I bought 2 Aug 29 $165/$175 bull spread pair for $5.30, hoping to make a gain of >40%. On Aug 29, it went thru price correction and closed at $8. I am good with that, no-issue.   My other short puts and covered call as indicated in the attached expired worthless.  In other words, I captured the full values.  While th

Analysis: Overreliance on a Few Customers NVIDIA’s Q2 (July 2025) earnings reveal that just two clients accounted for 39 % of total revenue—with one contributing 23 % and the other 16 % . The company also noted that large cloud service providers made up roughly 50 % of its data center revenue, a segment constituting 88 % of total revenue . This level of client concentration poses legitimate revenue risk, as reliance on a few hyperscalers (e.g., Microsoft, Amazon, Google, Oracle) can lead to volatility if their capital expenditures shift or alter pacing. --- Price Reaction: Post-Earnings Dips & Analyst Response Despite reporting 56 % year-over-year revenue growth to $46.7 billion and projecting Q3 revenue of $54 billion—slightly above consensus—NVIDIA’s stock experienced a drop (around

$NVIDIA(NVDA)$  nice nvidia

$NVIDIA(NVDA)$ Nvidia’s Q2 FY26 earnings unveiled a revenue beat of $30 billion (up 122% YoY) and $0.68 EPS (up 168% YoY), but the revelation that two clients account for 46% of revenue has ignited concerns about overreliance on hyperscalers like Microsoft and Amazon. The stock dipped 6.38% after-hours to $116.88, extending a pattern of post-earnings declines followed by rebounds. With the S&P 500 at 6,512.34, Nasdaq at 21,918.45, and Bitcoin at $123,456, the VIX at 14.12 reflects calm amid tariffs (30% on EU/Mexico, 35% on Canada) and oil at $74.50/barrel. Is this dip an overreaction or a healthy correction? Could a slide to $170 present a buying opportunity? This deep dive unpacks the earnings, concentration risks, market reactions, and stra

It will continue to rize

Quick Thoughts on $NVIDIA(NVDA)$ Earnings: $NVIDIA(NVDA)$ nvdaQ2 FY2026 Results:Data Center Revenue: $41.1 billion vs. $41.3 billion estimated — a slight miss of 0.5%EPS: $1.05 vs. $1.01 estimated — a soft beat of 3.9%Total Revenue: $46.74 billion vs. $46.07 billion estimated — a soft beat of 1.5%Q3 FY2026 Guidance:Revenue: $54.0 billion vs. $53.4 billion estimated — guidance assumes no China chip salesGross Margin (GAAP / non-GAAP): 73.3% / 73.5%Nvidia fell nearly 3% in after-hours trading on a modest earnings beat and a muted outlook.Q3 FY2026 guidance is uninspiring as it excludes H20 chip sales to China. There could be upside to earnings if Nvidia secures approval to sell newer or H20 chips into China

Nvidia's latest earnings shows that its revenue is highly concentrated among a few customers. Just two clients accounted for 39 percent of Nvidia's total revenue in the July quarter. I view this concentration as a manageable aspect of Nvidia's business model, given the strength of its partnerships with major players. The market noise around this disclosure does not shake my confidence in the company's long-term potential. This disclosure has once again sparked market debate over whether Nvidia is overly reliant on a handful of major clients, particularly cloud computing giants such as Microsoft, Amazon, Google, and Oracle. I believe this reliance is a strength rather than a weakness, as these are industry leaders driving demand for Nvidia's technology. The pullback I see as healthy and nor

Given that some analysts estimate that half of all AI infrastructure capital expenditures end up in the purchase of its products and services, American/Taiwanese chipmaker Nvidia Inc ( $NVIDIA(NVDA)$ ) was expected to show pretty solid results for the second quarter (Q2) of its Fiscal Year (FY) 2026 that ended on July 31, 2025. While it did precisely that by delivering revenue: of $46.74 billion versus a LSEG-polled estimate of $46.06 billion and adjusted Earnings Per Share of $1.05 versus an estimate of $1.01, the stock's price went on to show weakness in after-markets trading.  There are a number of factors behind this. Trend Drilldown Across its product categories, the corporate-demanded "Compute and Networking" segment far eclipses the ga

Hedge. I think I would be comfortable with 10% down from the current price point so as to  hedge a bit. So around 162 or so. Last three quarters results if you see especially since Trump inauguration and probably now forgotten DeepSeek, missed deliveries because of production issues, China concerns and delivery problems etc a hedge is a good thing. Not to mention Jensen Huang selling some of his shares last few months.

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Big-Tech’s Performance​Macro Headlines This Week: Focus on a September rate cut? Divergence in tech earnings.The Fed's "dovish pivot" has fueled market expectations. At the Jackson Hole meeting, Fed Chair Powell signaled a potential rate cut in September, seen as a policy shift, sparking global optimism about an easing cycle. The US dollar is on track for a monthly decline as markets increase bets on rate cuts. The core PCE inflation data, the Fed's preferred gauge, is due this week. If it rises as expected, it could influence the timing of the rate cut.Trump's recent attempts to remove Fed Governor Lisa Cook are ongoing, raising concerns about the Fed's independence. This adds a new risk dimension for the Fed, while markets view Powell's "dovish pivot" as still tentative.Markets continued