Why NVDA Powered Down After "Blowout" Earnings, GOOGL's Demand Question
Schwab Network · Schwab Network
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Show Notes
Austin Lyons believes Nvidia (NVDA) is poised to continue growth with hyperscalers like Meta Platforms (META), Microsoft (MSFT), and Amazon (AMZN) showing no signs of curbing CapEx spending. While headlines of Alphabet (GOOGL) offerings TPUs to Meta shook Nvidia shareholders, Austin doesn't expect that competition to cut into the company's bottom line. Logan Gilland sees forward valuation as the biggest challenge to Nvidia's growth following the stock's slide from a $5 trillion market cap. That said, he sees China sales serving as a catalyst to another rally.
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