Top Investor Warns of ’Trouble Lurking’ for Nvidia Despite AI-Driven Dominance
Nvidia's meteoric rise to become the world's most valuable public company faces growing scrutiny as valuation concerns emerge. The chipmaker's 1,170% three-year rally, fueled by its AI hardware monopoly in data centers, now shows signs of strain despite record $46.7 billion Q2 revenue.
James Foord, a prominent investor, cautions that 'priced for perfection' valuations leave no margin for error. With Q3 guidance set at $54 billion excluding China shipments, even minor revenue shortfalls or margin compression could trigger significant selloffs.