1. Nvidia's Q1 revenue growth slowed to 12% sequentially despite 69% YoY increase, marking its weakest growth since the AI boom; 2. US export bans on H20 chips to China resulted in $4.5B inventory charges and intensified competition from Huawei; 3. The stock's high valuation (32x forward P/E) appears unsustainable amid decelerating growth and unaddressed China risks, prompting a 'strong sell' recommendation.
Related Articles
- Nvidia Earnings Hysteria: Best Chip Stocks To Buy Now2 months ago
 - 7.5%+ Yield And 12.5% Growth - Buy MPLX's Post Q2 Dip3 months ago
 - UnitedHealth Is Drifting--But The Smart Money Is Buying3 months ago
 - Novo Nordisk: Enough Is Enough3 months ago
 - Palantir Q2 Earnings: I'm Dumbfounded, But 110x FCF Is Still Cheap3 months ago
 - Microsoft: Don't Get Too Excited About Future Returns3 months ago
 - Alphabet Is Diving Feet First Into AI Coding4 months ago
 - Verizon Communications Remains A Compelling Value Play4 months ago
 - S&P 500 Earnings: Nothing Much This Week, But Don't Ignore Non-Correlated4 months ago
 - Okta Earnings: Growth Slows, But Financial Strength Stands Out5 months ago