Why this analyst says Nvidia is not a stock to buy

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Nvidia News

Gil Luria

The moment markets have been eagerly awaiting has finally arrived. Nvidia (NVDA) has released its first quarter earnings report, surpassing expectations on...

, surpassing expectations on both revenue and profitability. D.A. Davidson Managing Director Gil Luria joins Asking for a Trend to discuss why he believes Nvidia is not a stock to buy despite its current performance.

Well, so the innovation of NVIDIA is accelerated, they're now introducing a new product set every year and they have to because uh competition is now building products that are more and more comparable to what NVIDIA does.They're all saying that infer will increasingly be done on their chips, whether in a data center or on a device.

I actually think that the, the the revenue growth for 2026 will be negative where most of the estimates are for pretty substantial growth into next year and the year after that to us, what I just said in terms of their own customers, competing with them, their own customers reaching a point of saturation at some point means that there's gonna be a point next year where revenue starts declining.

And, and so Gill and I am interested, I if valuation isn't attractive here, if it's not supportive in your opinion, what, what is fair value, Gill in your opinion?Because what I'm describing is next quarter is gonna be great. Seeking a reliable income stream for your TFSA? Consider this sustainable high-yielding dividend payer. The post Why I Can’t Stop Buying Shares of This Magnificent High-Yield Dividend Stock in My TFSA appeared first on The Motley Fool Canada. -- Canada’s banking watchdog warned that many homeowners who took out mortgages when rates were near zero during the pandemic will soon face a reckoning as those loans renew.

 

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