At what point are we buyers of $NVDA?
The question we keep asking ourselves at LikeFolio. Here's how we see it...
Megan Brantley
April 16, 2025
Is NVDA a buy?
That’s the question we’re asking again.
The stock is trading ~30% off January highs.
The latest blow came from a $5.5 billion charge related to its China-specific H20 chips. But the real driver of the decline is broader: tariff anxiety, export policy shifts, and investor hesitation about how long AI spending growth can keep up the current blustering pace.
Somewhat fair. But our data and larger macro themes suggest at these levels, NVDA is getting juicy.
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