NVIDIA's blockbuster earnings keep coming, but the stock has been stuck since April
thedealdirector · x · 2026-08-30
The author notes that in a year dominated by the semiconductor trade and frontier labs breaking every software revenue record, NVIDIA has been surprisingly muted: despite delivering blockbuster earnings quarter after quarter, the stock has ranged in the same band since April, and the gap between delivered numbers and valuation is becoming comical.
He cites his own January 2025 argument: if AI workflows become the defining way we use computing, specialized hardware that runs them most efficiently becomes critical, and NVIDIA offers essentially the only complete package on the market — hardware, software, and networking — so investors shouldn't underestimate Jensen Huang's capital power.
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