Investor Caution Emerges Despite Nvidia’s Record-Breaking AI Performance
Nvidia continues to dominate the AI sector with another record-breaking quarterly report, posting $57 billion in revenue—a 22% sequential increase and 62% year-over-year growth. CEO Jensen Huang's declaration that 'AI is going everywhere, doing everything, all at once' underscores the company's bullish trajectory. Gross margins remain robust at over 73%, yet shares have stagnated post-earnings.
Geoffrey Seiler, a top-tier investor ranked in the top 3% of stock professionals, highlights rising accounts receivable as a concern. 'The report was strong, but ballooning receivables are a red flag,' he notes, reflecting broader unease about potential AI market froth. The sideways trading since November 15 suggests tempered enthusiasm despite stellar fundamentals.
