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# Nvidia Q1 Preview: Market Is Grossly Underestimating Its Potential (Archive)
- URL: https://www.huntingalphas.com/nvidia-q1-preview-market-is-grossly-underestimating-its-potential-archive/
- Published: 2025-05-23T14:09:00.000Z
- Updated: 2026-02-28T17:15:06.000Z
- Description: AI factories and agents could unlock massive, underpriced long-term upside for Nvidia.
- Author: Vish (Hunting Alphas)
- Tags: 5-Minute Pitches, #noindex, Archive, #sa-origin, Tech, NVDA

*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

- Foxconn's (a major supplier of Nvidia Corporation hardware) robust AI server demand is a good sign for NVDA's future revenue prospects.
- Although there are mixed signals from hyperscalers' consensus capex revisions, we should pay heed to Nvidia's CEO's cries from the rooftops about the immense AI factory and AI agents opportunity.
- Management is bullish on gross margin expansion due to production efficiencies, but my expectations here are muted due to higher costs for TSMC's chips.
- Nvidia's valuations are compelling, given the growth prospects ahead. The relative technicals vs. the S&P 500 also give us a buy signal.
- I expect broadly in line results on revenues and earnings for the upcoming Q1 FY26 earnings release. Yet, I am very bullish as I think the company is on the cusp of expanding its customer base to a much broader set of enterprise customers beyond the existing hyperscalers.

Read the full article [here](https://seekingalpha.com/article/4789445-nvidia-q1-preview-market-is-grossly-underestimating-its-potential-upgrade?ref=huntingalphas.com).

#### Disclosures and Disclaimers

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