Nvidia Investor Doubles Down Amid AI Slowdown Concerns

Nvidia's stock has taken an 8.32% hit in the past week amidst AI slowdown concerns, but one investor remains bullish on the company.

This investor keeps buying Nvidia (NASDAQ:NVDA) despite the recent decline, citing the company's dominance in the AI space and its role as a crucial component in every major hyperscaler capex plan.

The investor points to Nvidia's Q2 FY2027 revenue of $96.22B, which is up 105.8% YoY, and its non-GAAP gross margin of 75.0%, operating margin of 60.4%, and return on equity (ROE) of 101.5%

The investor also notes that management's Q3 revenue guidance of $108.0B is a supply-constrained outlook, with estimates chasing the business.