Nvidia's 2025 Pain Looks Overdone -- Fundamentals Suggest Strong Q1 (Upgrade)

Heading into 2025, I wrote an article arguing that Nvidia Corporation's (NASDAQ: NVDA ) 2025 "won't be so easy," pointing to a combination of demand uncertainty and competitive pressures. Since the publication of said article, Nvidia shares haveExperience as an investment analyst for a major BB-Bank, as well as private equity consultant for MBB. Currently working towards the CFA charter, having completed I&II. Passion for risk-assets (Growth, Contrarian, Emerging Market) ex-colleague and close friend of Inv ...