Olivia Bennett
by OLIVIA BENNETT

Pre-bubble excess

16/09/2025 23 0
NVDA
FACT: Quarterly Summary Q2 FY2026 – NVIDIA

Nvidia’s Q2 results, while showing strong headline figures, raise concerns about overheated expectations. The company’s valuation reflects lofty growth assumptions that may not materialize, reminiscent of past tech bubbles. Investors should be cautious, as aggressive expansions and high multiples could amplify downside risk if AI and gaming growth slow. For those seeking stability, Nvidia’s current price may represent more speculative risk than prudent value.

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