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Posted by
Two Blokes May 18 -
Filed in
Stock
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2 views
I reiterate my Buy rating on Nvidia, expecting strong Q1 FY2026 results and optimistic guidance, especially regarding the AI robotics business. Nvidia's data center and AI demand remain robust, with Blackwell architecture driving growth and industry forecasts supporting continued expansion through 2026. While U.S.-China export controls create uncertainty, Nvidia is strategically navigating restrictions with China-specific chips and a new Shanghai R&D center, aiming to fulfill regional demand.
