Is the Nvidia Party Over? Hyperscaler CapEx Plans Say No -- NVDA Stock Analysis

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Nvidia Q2 earnings are here, and while they may have disappointed on the surface, guidance for the rest of 2025 and into 2026 tells a different story. Chip Stock Investors Nick and Kasey briefly review, and how they are prepared for an eventual down cycle in hyperscaler CapEx, the main driver of Nvidia's growth.

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Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal.

Timestamps:

(00:00) Nvidia's Quarterly Revenue Breakdown

(00:50) Impact of China Sales on Nvidia's Revenue

(01:25) Future Outlook and Q3 Guidance

(01:41) Earnings Call Highlights

(03:19) Hyperscaler CapEx Spending

(05:57) Free Cash Flow and GAAP Net Income Analysis

(07:44) Investment Strategy and Portfolio Insights

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Nick and Kasey own shares of Nvidia