Summary

• Nvidia Corporation delivered record Q1 results, beating estimates for the 14th consecutive quarter and accelerating revenue growth, especially in its data center segment.
• Q1 revenue surged 85% year-over-year to nearly $82 billion, with data center revenues up over 90%, highlighting NVDA’s dominant position in AI infrastructure.
• Gross margin stabilized at 75%, and a new $80 billion buyback was announced, though this represents only about 1.5% of market cap.
• Despite strong fundamentals and guidance, NVDA’s valuation has risen sharply; current levels may not be optimal for new or expanded positions.
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Article Thesis

Nvidia Corporation (NVDA) reported its fiscal Q1 results on Wednesday afternoon, beating estimates on both lines, which has become the norm for the company. Nvidia's Q1 results, as well as its

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