Nvidia: Top 5 Reasons To Keep Buying

Nvidia Corporation's rapid innovation cycle, led by Blackwell and upcoming Rubin platforms, positions it to capture mega-growth themes in AI, industrial, and agentic markets. Leading revenue indicators from Foxconn's (a key supplier for Nvidia) monthly revenue trends, data on Nvidia's quarterly growth cadence and commentary points to a strong Q3 ahead. Gross margin recovery to the mid-70s% is expected by the end of FY26. However, I acknowledge that this may be priced in the stock.