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# Nvidia: Not Yet A Buy, Here's What To Wait For (Archive)
- URL: https://www.huntingalphas.com/nvidia-not-yet-a-buy-heres-what-to-wait-for-archive/
- Published: 2025-03-10T20:19:00.000Z
- Updated: 2026-02-28T14:48:31.000Z
- Description: Waiting for a deeper pullback before loading up on Nvidia's next growth leg.
- Author: Vish (Hunting Alphas)
- Tags: 5-Minute Pitches, #noindex, Archive, #sa-origin, NVDA, Tech

*This 5-Minute Pitch was originally published on Seeking Alpha before the launch of the Hunting Alphas website. It is shared here to showcase my previous work and track record. New 5-Minute Pitches published on this site will not be disseminated anywhere else.*

## Elevator Pitch

- I am bullish on Nvidia Corporation's growth prospects due to healthy RPO growth, a 3.2% growth increment from Stargate demand, and encouraging growth signals from a key supplier.
- Gross margins are guided to dip almost 300bps in Q1 FY26, but I believe there are reasons to trust management's assurances that it would rebound back toward the mid-70s later.
- TSMC's avoidance of hefty tariffs benefits NVDA, but rising receivable days and tariff risks remain key concerns to watch as it spell a deterioration in FCF margins.
- NVDA's valuations are attractive and close to 4-yr trough lows at below 30.0x 1-yr forward P/E.
- But the technical charts suggest it may be better to wait a bit longer for a buy signal near monthly support, which is still a 13% price drop away.

Read the full article [here](https://seekingalpha.com/article/4766264-nvidia-not-yet-a-buy-heres-what-to-wait-for?ref=huntingalphas.com).

#### Disclosures and Disclaimers

**Past performance ≠ future results. Not investment advice. See* [**full Disclaimer*](https://www.huntingalphas.com/disclaimer/)**.*