Nvidia’s China Earnings Omission: Is NVDA Still a Buy?

Nvidia's latest earnings report raises eyebrows—China's massive market gets zero mention. What does this strategic silence mean for investors eyeing the AI chip giant?

The China Question

When a trillion-dollar company pretends the world's second-largest economy doesn't exist in its earnings call, traders notice. Nvidia's deliberate omission speaks volumes about geopolitical tensions and supply chain realities—but also about where management wants you to focus.

Gaming, Data Centers, and the Elephant Not in the Room

NVDA's gaming segment continues printing money while data center demand explodes. Yet savvy investors know that excluding China from revenue discussions isn't accounting—it's narrative control. Because nothing says 'trust our numbers' like leaving out a region that accounted for 21% of revenue last year.

To Buy or Not to Buy?

Short-term volatility meets long-term AI dominance. Nvidia's tech remains unparalleled, but geopolitical risks now trade alongside P/E ratios. Maybe they're saving China for the 'surprise beat' next quarter—or maybe some markets are becoming uninvestable. Classic Wall Street: betting on innovation while crossing fingers on trade wars.