They benefited from the growing migration to digital and cloud, advances in gaming and the boom of crypto-mining over the past 7-8 quarters.
However this is light at the end of the tunnel.Īfter poring over their earnings report and listening to the earning call, I get the sense that the company is at a major pivot point: The second quarter has been and the rest of 2022 is going to be tough times for NVDA. I don't believe any sector has been spared these pendulum swings. There are many aspects of our lives that are slowly returning to their norm after the global pandemic and the companies in our portfolios are facing similar resets in their business cycles.
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