Nvidia’s latest Q2 earnings report releases multiple positive signals, strengthening the fundamental support for the stock’s future price performance.

The company noted that the AI market’s genuine demand has the potential to grow twofold. The limitation on annual performance is due to insufficient production capacity—not weakness in downstream demand. The server CPU business is entering a breakthrough inflection point. The company expects revenue for fiscal year 2028 to double. Combined with new product iterations and product price increases, the gross margin is expected to rebound to 72%-73%. $NVDA
The AI industry has officially moved into the commercial monetization stage, and the power-compute scarcity landscape is expected to persist through the end of fiscal year 2028, with no risk of excess capacity.

At the same time, Amazon will continue to significantly increase its GPU purchases, substantially locking in long-term orders. Coupled with sustained upward pricing for storage chips and deep collaboration across the industry chain to expand production capacity, Nvidia’s long-term growth thesis remains solid. In the short term, the stock has the potential to repair and rebound based on earnings positives, but investors should remain mindful of volatility risks driven by broader market sentiment in U.S. equities and the AI sector.

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