Shyon
05-21

My stock in focus today will be $NVIDIA(NVDA)$  after another monster earnings report that continues to reshape the AI narrative. Q1 revenue surged 85% YoY to US$81.6 billion, while Q2 guidance came in at US$91 billion, implying nearly 95% growth. This also marks the third consecutive quarter of accelerating annual growth and the 14th straight quarter of sequential growth. Free cash flow hit a record US$48.6 billion, while shareholder returns reached US$20 billion.

What stood out to me most was the changing structure of Nvidia's growth engine. The company split its data center business into Hyperscale and ACIE segments, and both are now approaching similar scale. ACIE, which includes enterprise AI, industrial AI and sovereign AI demand, is growing even faster sequentially. This tells me Nvidia is no longer dependent on just a few hyperscalers, while networking has quietly become a second growth curve with US$14.8 billion revenue and nearly 200% YoY growth.

The biggest long-term surprise from this earnings call may actually be CPUs. Jensen Huang positioned Vera CPU as a brand new US$200 billion opportunity, with visibility already approaching US$20 billion this year, separate from Nvidia's previously discussed US$1 trillion Blackwell and Rubin AI infrastructure roadmap. At the same time, China data center revenue remains excluded from guidance, meaning any future reopening could become upside optionality rather than a base assumption. For me, this earnings report reinforces why Nvidia continues to sit at the center of the global AI infrastructure cycle.

As a retail investor, I focus mainly on the US and Singapore markets, combining a mix of technical trading and long-term investing strategies. I enjoy analyzing charts, spotting patterns, and making calculated moves based on both market sentiment and fundamentals. While I'm not a professional, I treat my portfolio seriously and continue to learn and grow with each trade. If you're also navigating the markets and enjoy discussing stocks, options, or market trends, feel free to follow me. Let's learn and grow together as a community.   

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# Nvidia Beats Estimates, 75% Margin! Is $220 Just the Starting Point?

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