I am currently invested in
$NVIDIA(NVDA)$ . Despite a volatile late June market shakeout, the fundamental growth trajectory for Nvidia remains intact.
Nvidia represents an infrastructure monopoly, not a speculative narrative. Tech hyperscalers need Nvidia's architecture to run next gen model.
NVIDIA's Blackwell platform is seeing robust demand while next generation Vera Rubin platform is scheduled to begin shipments in Q3, keeping Nvidia ahead of its competitors.
In Q1 26 alone, Nvidia generated USD 81.6 billion in revenue. This is a massive 85% year on year surge. Its adjusted net income skyrocketed 139% to USD 45.5 billion.
Nvidia has also rewarded me with increased dividend from just 0.01 per share to 0.25 per share. That is a 25x increase. It has also added USD 80 billion to its share repurchase program.
Nvidia's share price has recently dipped below USD 200 offering me a great buying opportunity to stock up on Nvidia.
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