"Earnings Growth Still Strong Despite Tariff Concerns: Strategist"

Ladies and gentlemen, buckle up! We're diving headfirst into the earnings season, and let me tell you, the numbers are ON FIRE! NVIDIA just reported its fourth-quarter earnings, and the results are nothing short of spectacular. Revenue soared to $39.3 billion, up 12% from the previous quarter and a whopping 78% from a year ago. GAAP earnings per diluted share hit $0.89, up 14% from the previous quarter and 82% from a year ago. Non-GAAP earnings per diluted share also hit $0.89, up 10% from the previous quarter and 71% from a year ago. This is a company that's absolutely crushing it!



But here's the kicker: despite all the tariff concerns and trade uncertainties, NVIDIA is still growing at an astonishing pace. The company's fiscal 2025 revenue was $130.5 billion, up 114% from a year ago. GAAP earnings per diluted share were $2.94, up 147% from a year ago. Non-GAAP earnings per diluted share were $2.99, up 130% from a year ago. This is growth, growth, growth!

Now, let's talk about the elephant in the room: tariffs. President Trump has imposed and threatened a variety of new tariffs, from universal baseline tariffs to country-specific tariffs. But NVIDIA is not sitting idly by. The company is taking proactive steps to mitigate the impact of these tariffs. They're diversifying their supply chain, investing in domestic manufacturing, negotiating with suppliers, innovating, and engaging in policy advocacy. This is a company that's not just reacting to the market; it's shaping it!

And let's not forget about NVIDIA's investment in AI and data center technologies. The demand for Blackwell AI supercomputers is through the roof. Jensen Huang, the founder and CEO of NVIDIA, said it best: "Demand for Blackwell is amazing as reasoning AI adds another scaling law — increasing compute for training makes models smarter and increasing compute for long thinking makes the answer smarter." This is innovation at its finest!

NVIDIA's strategic partnerships are also paying off big time. They've partnered with major cloud service providers like AWS, Google Cloud Platform, Microsoft Azure, and Oracle Cloud Infrastructure to bring NVIDIA GB200 systems to cloud regions around the world. They've also collaborated with industry leaders like IQVIA, Illumina, Mayo Clinic, and Arc Institute to advance genomics, drug discovery, and healthcare. This is a company that's not just playing the game; it's changing the rules!



So, what's the bottom line? NVIDIA is a no-brainer buy. The company's strong earnings growth, innovative products, strategic partnerships, and high gross margins make it a standout in the semiconductor industry. And despite the tariff concerns, NVIDIA is positioned for future growth. So, do yourself a favor and get in on this action. BUY NOW! This stock is a winner, and you don't want to miss out on this opportunity. Boo-yah!