Written by Yeongil
in Investing · Technology
After crushing Wall Street expectations with its latest earnings, NVIDIA’s stock once again surged to new highs. The company reported over $44 billion in quarterly revenue and showcased accelerating demand for its latest AI chips. But with shares now trading near record levels, many investors are asking: Is it too late to buy?
This post dives into NVIDIA’s long-term growth potential, the key inflection points in its stock history, and how macro factors like export restrictions and interest rates could still create better entry points for savvy investors.
🚀 Why NVIDIA’s Growth Story Is Far From Over
Let’s get one thing clear: NVIDIA is not just another chipmaker. It’s the backbone of the modern AI revolution. Here’s why its growth narrative remains compelling:
- AI Infrastructure Leader: NVIDIA GPUs power large language models (LLMs), autonomous vehicles, and data center AI deployments.
- New Blackwell Architecture: The recently launched Blackwell chips promise 2x+ performance over previous generations—already drawing demand from Microsoft, Google, and Amazon.
- Sticky Ecosystem: Platforms like CUDA and Omniverse create strong developer lock-in and recurring demand.
In other words, NVIDIA is building both the hardware and software layers of the AI economy. It’s a first mover with scale advantages—and competitors are years behind.
📉 Key Inflection Points in NVIDIA’s Stock
NVIDIA’s meteoric rise hasn’t been without turbulence. Below are some key moments when the stock dramatically shifted course:
- Q4 2022: Fell below $120 during the global semiconductor slump
- Q1 2023: ChatGPT mania sends shares soaring
- May 2023: Q1 earnings beat triggers 25%+ single-day rally
- Mid-2024: Pulled back on U.S. export restrictions to China
- May 2025: Strong Blackwell chip sales drive another breakout
Each of these points was driven either by fundamentals (earnings) or external shocks (policy shifts). Recognizing those patterns is key to timing future entries.
💡 When Is the Best Time to Buy NVIDIA?
Here’s the truth: great companies don’t stay cheap for long. But even market darlings like NVIDIA give second chances—if you know what to look for.
1. Watch for External Shocks
- Rate Hike Warnings: Fed tightening often pulls down growth stocks
- Export Restrictions: Past U.S. policy actions created 15–20% dips
- Macro Recession Fears: Broad risk-off moves hit semis hard
2. Post-Earnings Consolidation
NVIDIA tends to spike on earnings—but history shows profit-taking typically follows 1–2 weeks later. That short-term volatility often creates windows to buy the dip.
3. Use Dollar-Cost Averaging (DCA)
If you’re investing for the long haul, trying to time the absolute bottom is a fool’s errand. Instead, consider buying in tranches—especially during 10–20% corrections.
📊 Final Thoughts: A Premium Stock for a Reason
NVIDIA is no longer just a chip stock—it’s the foundation of AI infrastructure worldwide. Yes, the valuation is rich. But so is its growth runway. For investors who missed previous rallies, the key is to be patient, informed, and ready to act when volatility hits.
Don’t chase blindly—but don’t write it off either. Whether it’s during a policy-driven selloff or a post-earnings dip, there will be another chance.
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