Quick Read – NVIDIA (NVDA) posts accelerating revenue growth of 85% year-over-year, guides Q2 to $91B, and holds $119B in supply commitments as a structural AI toll booth. – NVIDIA’s Q2 guide assumes zero China revenue, yet Meta, OpenAI, and Anthropic’s massive GPU commitments…
ep the AI infrastructure thesis intact. – I keep buying NVIDIA (NASDAQ:NVDA) because every quarter the company reports, the math behind my thesis gets stronger. That is the whole confession
I have been adding on every pullback this year, including the 4.13% drop on June 23 that pushed shares back to $200.04, and I plan to keep doing it through the back half of 2026. Here is why. The core thesis in human terms Jensen Huang calls what is happening right now “the largest infrastructure expansion in human history.” I think he is right, and I think NVIDIA sits at the toll booth.
Every hyperscaler, sovereign, neocloud, and enterprise that wants to train or serve a frontier model has to come through this company’s stack. That is a structural position I want to own for the next decade. Three reasons the thesis holds Reason one: the growth curve is accelerating.