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What's Going on With Nvidia Stock? | NVDA Stock Deep Dive Part 1

Nvidia reported strong quarterly results, exceeding revenue expectations by $3 billion and achieving an 85% year-over-year increase. The company's new Grace Blackwell system saw the fastest product ramp in its history, and a transition to annual product launches is increasing innovation pace. Nvidia also generated significant gains from strategic equity investments, which were not previously priced into its valuation.

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NVDABullishHigh ConvictionSignal-backedPrimary

Nvidia's strong revenue growth, successful product ramps, and transition to annual product launches make the author increasingly bullish on the stock.

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NVDA
buy opened May 23, 2026
+3.48%