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Posted by
Two Blokes Apr 21 -
Filed in
Stock
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3 views
Nvidia Corporation faces short-term risks due to new U.S. export restrictions, resulting in a $5.5B impairment charge and downward pressure on FY'26 earnings estimates. Despite these challenges, Nvidia's strong fundamentals and dominant position in the AI GPU market make it a compelling buy, especially given its current valuation. Nvidia's revenue from China is relatively small, and the H20 chip's low margin means gross margins should remain above 70% in FY 2026.
