Yuhnan
09-01

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@Shyon：
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 normal, just some market overreaction that will soon fade. In recent quarters, Nvidia's stock has tended to fall after earnings, and rebound later. I have noticed this pattern before and interpret it as a typical market cycle. The current dip feels like another instance of this, and I am convinced the stock will soon break new highs and rally again. This consistency in recovery reinforces my positive outlook. Buying opportunity may present at what price? I think the current post-earnings dip offers a great chance to add stock. If the price stabilizes around current levels or dips slightly further, I plan to increase my position. This might be a good opportunity to capitalize on what I see as temporary market noise rather than a fundamental issue. Is post-earnings dip an overreaction or simply a healthy correction? I firmly believe it is a healthy correction. Markets often overreact to earnings details, and Nvidia's strong fundamentals—especially its leadership in AI and gaming—support my view. The pullback clears out speculative excess, setting the stage for a stronger upward move. Looking ahead, I expect Nvidia to leverage its client relationships and innovative technology to drive future growth. The rebound I anticipate will likely push the stock past previous highs, especially as demand for its chips continues to grow. I am excited about this prospect and ready to act on the opportunity. In summary, I remain bullish on Nvidia $NVIDIA Corp(NVDA)$ despite the current market noise. The pullback is a healthy and normal adjustment, and I am confident the stock will soon rally to new highs. Adding stock now feels like a smart move, and I look forward to benefiting from Nvidia's continued success. As a retail investor, I focus mainly on the US and Singapore markets, combining a mix of technical trading and long-term investing strategies. I enjoy analyzing charts, spotting patterns, and making calculated moves based on both market sentiment and fundamentals. While I'm not a professional, I treat my portfolio seriously and continue to learn and grow with each trade. If you're also navigating the markets and enjoy discussing stocks, options, or market trends, feel free to follow me. Let's learn and grow together as a community. @Tiger_comments @TigerStars $GraniteShares 2x Long NVDA Daily ETF(NVDL)$
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 normal, just some market overreaction that will soon fade. In recent quarters, Nvidia's stock has tended to fall after earnings, and rebound later. I have noticed this pattern before and interpret it as a typical market cycle. The current dip feels like another instance of this, and I am convinced the stock will soon break new highs and rally again. This consistency in recovery reinforces my positive outlook. Buying opportunity may present at what price? I think the current post-earnings dip offers a great chance to add stock. If the price stabilizes around current levels or dips slightly further, I plan to increase my position. This might be a good opportunity to capitalize on what I see as temporary market noise rather than a fundamental issue. Is post-earnings dip an overreaction or simply a healthy correction? I firmly believe it is a healthy correction. Markets often overreact to earnings details, and Nvidia's strong fundamentals—especially its leadership in AI and gaming—support my view. The pullback clears out speculative excess, setting the stage for a stronger upward move. Looking ahead, I expect Nvidia to leverage its client relationships and innovative technology to drive future growth. The rebound I anticipate will likely push the stock past previous highs, especially as demand for its chips continues to grow. I am excited about this prospect and ready to act on the opportunity. In summary, I remain bullish on Nvidia $NVIDIA Corp(NVDA)$ despite the current market noise. The pullback is a healthy and normal adjustment, and I am confident the stock will soon rally to new highs. Adding stock now feels like a smart move, and I look forward to benefiting from Nvidia's continued success. As a retail investor, I focus mainly on the US and Singapore markets, combining a mix of technical trading and long-term investing strategies. I enjoy analyzing charts, spotting patterns, and making calculated moves based on both market sentiment and fundamentals. While I'm not a professional, I treat my portfolio seriously and continue to learn and grow with each trade. If you're also navigating the markets and enjoy discussing stocks, options, or market trends, feel free to follow me. Let's learn and grow together as a community. @Tiger_comments @TigerStars $GraniteShares 2x Long NVDA Daily ETF(NVDL)$

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