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Seeking AlphaSEEKING ALPHA · DEEP DIVE

Why I bought more NVDA after the post-earnings drawdown

NVDA-11.2%AMD-6.8%AVGO+1.4%

NVDA dropped 11% after Q3 earnings despite beating consensus on every major line. The market fixated on slightly softer data-center-networking guidance. I think that reaction is misplaced the main story is still unit volume from hyperscaler AI capex, which is accelerating into 2027. I added a 35% overweight position at the post-earnings low.

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