HomeTechTechnologyNVDA Beyond Chipmaking: Bull Case in Networking & Free Cash Flow

NVDA Beyond Chipmaking: Bull Case in Networking & Free Cash Flow

Nvidia (NVDA) saw a strong sell-off last week despite posting a strong earnings beat and record quarterly revenue. Cory Johnson calls the selling action a "weird" reaction to a "jaw-dropping" quarter, making the case that Nvidia has even more impressive numbers when you look deeper into the report. He explains how the Mag 7 giant's Mellanox acquisition gives it a critical edge in networking.

Trading 360

24 Nov 2025

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