$NVIDIA(NVDA.US)

NVDA’s pullback after its May peak looks like a healthy consolidation as the market digests AI partnerships, the Rubin roadmap, and deeper supply-chain integration.

Fundamentals remain strong, with solid growth, high margins, and robust cash flow. Investors are increasingly focused on earnings execution rather than AI narratives alone.

The key variable is Blackwell execution. Demand is strong, but deployment scale, customer ROI, and supply-chain capacity will be critical. Delays or weaker hyperscaler spending remain the main risks.

Long term, I still like the risk-reward. If physical AI, edge computing, and robotics scale as expected, they could drive the next growth wave. I’m holding my core position and monitoring execution closely.

@Bridge Buzz SG