Market Pulse
Single Stock·Live data
Nvidia
The AI-chip monopoly — its earnings nights are the single most-watched event in tech.
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The 30-second take
Nvidia is the purest expression of the AI capex cycle. H100/H200/B100/B200 GPU shipments are the KPI. Data-center revenue has 5x'd since 2023 and now makes up 80%+ of sales. In interviews, know: gross margins around 75% (cloud-like margins on a hardware product), China-export restrictions as the tail risk, and whether CSP capex (MSFT, GOOGL, META, AMZN) is enough to sustain demand. Valuation hinges on 'can the hyperscalers keep spending?'
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Master the whole framework
The live numbers are one leg. Read the lesson for the four things to always know, plus the full interview script.
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