1. Nvidia's 1Q25 earnings exceeded expectations, but the stock response was muted due to investor fatigue, presenting a buying opportunity for long-term investors. 2. Sales nearly doubled YoY, driven by strong data center GPU demand, with profits growing faster than sales. 3. The upcoming Blackwell-themed data center GPU launch in Q4 is expected to be a significant catalyst for Nvidia's sales and profit growth in 2025.
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