From 24/7 Wall St. · Alex Sirois · · 1m
AI Fears But Nvidia Buying Continues
AI fears don't slow Nvidia accumulation despite market anxiety.
In brief
AI fears don't slow Nvidia accumulation despite market anxiety. Nvidia's strong AI fundamentals and growing demand drive continued stock purchases despite market fears. Originally reported by 24/7 Wall St..
AI Fears Drive Nvidia Buys
AI doom headlines make me buy more Nvidia shares despite market fears.
“Every AI doom headline that crosses my feed makes me want to buy more Nvidia, not less”
Q2 2027 Revenue Surge
Q2 fiscal 2027 revenue reached $96.22B, up 105.85% year over year.
“Q2 fiscal 2027 landed with revenue of $96.22B, up 105.85% year over year”
Data Center Dominance
Data Center revenue hit $89.02B, up 117% with Networking up 138%.
“Data Center alone printed $89.02B, up 117%, with Networking inside it up 138%”
Strong Financial Metrics
Net margin 55.60%, ROE 101.5%, ROIC 92.2%, debt-to-equity 0.073.
“Net margin sits at 55.60%, ROE at 101.5%, ROIC at 92.2%. Debt-to-equity is 0.073”
Nvidia's Unique Position
Nvidia is the only platform running every frontier model with CUDA as software moat.
“NVIDIA is "the only platform that runs every frontier model" and that competing custom XPUs are "often inference-specific and tied to one cloud or service"”
Supply Constraints
Nvidia has supply for 70% of stated AI demand through fiscal 2028.
“NVIDIA has supply for only about 70% of stated demand, a constraint expected to persist through fiscal 2028”
AI Funding Growth
AI venture funding reached $400 billion in first half of 2026 with 70% for compute.
“AI venture funding reached $400 billion in the first half of 2026, with roughly 70% flowing to compute”
Here's the gist
Nvidia's strong AI fundamentals and growing demand drive continued stock purchases despite market fears.
