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Nvidia: AI Transcends Semiconductors' Cyclical Nature [Seeking Alpha]
Last nvidia corporation earnings: 2/13 04:20 pm
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US:NASDAQ Investor Relations: investor.nvidia.com/home/default.aspx
Cycles will be built, digested, and rebuilt as new compute waves (agents, inference) emerge. AI converts labor into compute; hiring restraint lifts margins while shifting opex to GPUs/cloud. Demand persists structurally; risk is capex digestion, not collapse. Custom silicon caps excess returns, not relevance; NVDA remains core in frontier compute. Valuation stretched near-term, but earnings compounding supports continued upside. Evgeniy Lyachenko/iStock via Getty Images Nvidia Corporation ( NVDA ) is up by 21% since my last analysis of the company in March, in which I issued a Buy rating. Some argue that Nvidia is near a cyclical peak, but I think This article was written by Analyst's Disclosure: I/we have a beneficial long position in the shares of MSFT either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relat
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