The 1 Number That Would Change My Mind About Nvidia Stock

Impact · against what's priced in

The article provides no new catalyst for Nvidia, as its primary data points regarding revenue growth and margin pressure are already integrated into the current valuation. The author's focus on a 70% gross margin floor simply confirms the structural pricing power the market is currently paying for.

NVDA+0.00

Already priced in

The price assumes

the near-term 70% fiscal 2028 growth guide that were just reported

The article cites the company's preliminary expectation for fiscal 2028 revenue growth of about 70%, which is an expectation the market has already incorporated.

What NVDA's price assumes · Sep 1

• valuation
• semiconductors
• NVDA
• revenue growth
• guidance
• ai
• chips
• gross margin
• pricing power

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