1. NVIDIA surpassed Q3 FY2025 expectations with $35.1B in revenue and $0.81 EPS, driven by strong Data Center segment performance. 2. Concerns remain over supply constraints for Hopper and Blackwell GPUs, and ongoing gross margin contraction. 3. Nvidia's stock remains overvalued at $145 per share, with a 5-year expected CAGR of ~3.4%, falling short of the investment hurdle rate.
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