By Alex Sirois
Publication Date: 2026-09-15 13:30:00
Nvidia shares just dropped over 8% in a week while AI slowdown headlines pile up, and that is exactly when one investor keeps hitting the buy button with more conviction than ever.
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I keep hitting the buy button on NVIDIA (NASDAQ:NVDA | NVDA Price Prediction), and after the pullback this month I hit it again. Shares are down 8.32% in a week while headlines warn about an AI slowdown, and that is exactly when I want to add to the one company sitting at the center of every serious AI build being planned through 2030.
The thesis reduces to one line from the CEO. “AI has reached its inflection point. It’s doing useful work. Its tokens are productive and profitable. Now, compute is revenue.” Every hyperscaler capex plan, every sovereign AI factory, every frontier lab funding round eventually turns into GPU orders, and one architecture stack keeps absorbing the demand.
Numbers That Keep Me Buying
Q2 FY2027 revenue printed at $96.22B, up 105.8% YoY, with non-GAAP EPS of 2.22, the fifth straight quarter beating consensus. Data Center alone did $89.02B, up 117% YoY, and Data Center Networking grew 138%. Non-GAAP gross margin came in at 75.0%. Operating margin ran 60.4%. ROE sits at 101.5%. I have never found another company at this scale producing those three margin numbers in the same quarter.
Then the guide. Management called for…
