Nvidia’s Record Revenue Hides Troubling Trends

[ed]

Nvidia posted $57B in revenue and $31.9B in profit, but the stock whipsawed after investors noticed cracks beneath the surface.
The company now carries $33.4B in unpaid customer bills, nearly double last year, and is sitting on $19.8B in unsold chips despite claiming “unprecedented demand.”
Analysts warn the numbers don’t reconcile: “Either customers aren’t buying, or they’re buying without cash.”

[Nahid Hossen]

Numbers look good but the cracks are showing.

[Abdul Khan]

Record highs don’t always mean long-term strength.