The analyst says, NVIDIA Stock is “buying a retreat

Deep water Jane MonsterShare his opinions on Nafidia Company Nvda The last performance, indicating that it was strong but it was less than unusual expectations. However, he is still optimistic about the stocks.

What happened: In an interview with Bloomberg on Thursday, Monster said, “Yes, I would like to say that it was great, but not unusual. This really should be this.” He also explained about directing the company’s margin and the impact of definitions on its future performance.

Monster also stated that the company raised guidelines of one billion dollars instead of one billion dollars, and the margin guidelines became slightly lower than expected. Monster stated that when the company was asked whether they could intensify the margin amid a severe tariff in a phone call, their answer was mysterious. “It is a little unknown to understand what the US government’s plan is.” This, as Monster feels, can have the confidence of the investor, which leads to a decrease in stocks in a trading session after Wednesday hours.

He pointed out that NVIDIA previously stated that BlackWell chips would be sold to “several quarters” in 2025, but this time there was no clarity about them, which raises investor concerns.

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Why do it matter: Despite these concerns, Monster remained optimistic about Nafidia’s long -term prospects. According to him, the demand for advanced computing is the highest level ever, with new AI models that require more processing power.

In the investor note, Monster said, “I think Sinson (Ginger Huang) The correct path in claiming that logic increases is increasing 100x in the demand for account. If it is true, the company will return to reporting the impressive ups in CY26. ”

“Despite the appearance of cheaper alternatives for NVIDIA GPU, including allocated silicone, I think it will remain the dominant spine over the next 3-5 years,” Monster summarizes.

He believes that the current decline provides the opportunity to buy. “I think this is a purchase here to decline,” Monster said during an interview Bloomberg.

On the other side, Da DavidsonTechnology analyst, Loror generationExpect a slowdown in the growth of NVIDIA. While the company’s 2025 fiscal revenue for the company has multiplied more than twice on an annual basis to 130.5 billion dollars, Luria suggested that this might be good as NVIDIA gets.

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Disintegration: This content was partially produced with the help of artificial intelligence tools and was reviewed and published by Beenzinga editors.