- Entry
- $211.45
- Now
- $209.70 -0.8%
- Target
- —
- Score
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After seeing Micron’s results come in better than expected, I went back and took a deeper look at NVIDIA. Honestly, what the company is still pulling off is pretty impressive. In Q1 FY2027, they reported $81.6 billion in revenue, with $75.2 billion coming from Data Center alone (+92% year-over-year). Data Center now makes up over 90% of their total business. Everything else has basically become secondary. What I find most impressive isn’t just the chips themselves, but the entire ecosystem …
— ORIGINAL POST ·
NVIDIA is still extremely dominant, but is the market getting a bit too optimistic?
· r/ValueInvesting
· Jun 26, 2026