Broadcom is mentioned as a competitor developing custom silicon, which could affect Nvidia's growth rate.
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NVIDIA’s Earnings Just Changed My Price Target
Aug 27, 2026
The creator discusses Nvidia's recent earnings report, highlighting its massive revenue and EPS growth, and a strong guidance for the next quarter. However, they also point out concerns such as lower free cash flow, a soft gross margin guide, and questions about long-term demand. The creator is rebuilding their valuation model and will provide a new price target, noting that even a brilliant company is not automatically a brilliant purchase when market expectations are already high.
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Nvidia's strong earnings and guidance are noted, but valuation concerns and questions about future demand lead to a 'hold' sentiment as the creator revises their price target.
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