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Posted by
Two Blokes Jun 30 -
Filed in
Stock
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6 views
Nvidia's business momentum remains strong despite export controls to China, but its larger revenue base increases the risk of decelerating growth. Recent results show robust YoY growth, but sequential growth is slowing, and consensus revenue estimates for 2026 appear optimistic. Valuation is stretched, with the stock priced for high expectations and limited upside, making the risk-reward less favorable at current levels.
