Schwab Network on $NVDA (Nov 9, 2026)
NVDA growth has been declining and the stock has been under pressure this year, though the numbers are still great; next year's revenue growth approaching 70% for a company this size looks achievable and could accelerate given how big cloud companies and SpaceX describe their buildouts. Nothing public indicates an export-control violation, and transparency and speed should carry it through the board investigation.
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"Nvidia" is Jensen Huang. Jensen Huang is an "Nvidia".
So far, we have not seen anything in the press to suggest that Nvidia has made any mistake. I imagine a $5 trillion company has the best export lawyers in the world, the best export auditors, and the best export compliance officers.
maximum transparency and speed will allow the company to get through this and get back to the work that made Jensen what it is and what the company has become, which is building the best graphics processing units in the world to create the code factories that the super AI community depends on .
Jensen is the company's front man. He is the company's best seller. He is the company's best dealmaker and the best advocate for his company globally. However , remember that he has 60 managers who report directly to him.
I believe that each of them carries the culture and passion of the company himself and understands the areas of work of his counterparts among the other managers.
I mean, with regard to Nvidia, its stock and valuation, and how investors should evaluate this company in the future, especially since it has been under some pressure this year, considering, of course, the slowdown...
I mean, the numbers are still great, and we'll hear from the company next week, but growth has certainly been declining.
One of the things we will be watching when the earnings report is released next week is: Do next year's figures, with revenue growth approaching 70% for a company of this size, seem achievable? We believe so.
In fact, we think it might accelerate even more if you listen to how some of the biggest cloud computing companies talk and how SpaceX talks about building its systems. Therefore, I believe revenue growth is present.
Returning to the beginning of your question about export controls, remember that there is currently nothing in the public domain that indicates a violation of those export control rules.
In fact, all public data from Nvidia so far shows that it has complied with the standards .
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