Angelo Zino 0.7 1 idea
Senior Equity Analyst, CFRA Research
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NVDA
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Hyperscalers (Microsoft, Google, etc.) have massively stepped up capex plans for 2026/2027. This spend flows directly to Nvidia. Despite fears of a bubble, the market is compressing multiples for future years (healthy behavior), and gross margins are sustaining in the mid-70s. LONG NVDA into/after earnings. Gross margin compression below 75% or supply chain hiccups.
NVDA
Bloomberg Markets
Feb 25, 17:06
Senior Equity Analyst,...