A single U.S. company has started producing a “miracle metal” once locked in research labs.
Now? They’re quietly shipping 30 tons per year from a facility outside San Antonio.
And the cases are staggering:
- AI chips? 99% less power use
- EV batteries? 10x faster charging, 400% longer life
- Edge computing? 1000x speed boost
- Paint that lasts forever. Tires that never lose traction
- Even clean hydrogen as a profitable byproduct
It’s stronger than steel. Lighter than plastic. And the market it’s targeting is worth over $27.6 trillion.
Very few know what’s happening behind those factory walls.
But when they find out, this company won’t be trading under $20 for long.
NVIDIA Stock Could Pull Back in September, But Don't Bet on It
Written by Thomas Hughes. Published 8/28/2025.
Key Points
- NVIDIA's blowout quarter and guidance point to additional upside for this market.
- A price pullback isn't out of the question, but it appears unlikely in September.
- Growth, demand trends, cash flow, and capital return suggest this stock will continue to trend higher in 2025.
While NVIDIA's (NASDAQ: NVDA) stock could pull back in September—especially after roughly a 100% rally since April—its Q2 results and forward guidance don't justify betting on a decline. These results reinforce NVIDIA's long-term outlook: to lead the semiconductor and AI markets and sustain robust, double-digit revenue and earnings growth into the mid-2020s. Given this performance and forward outlook, analysts' long-term forecasts appear understated and are likely to rise—a setup that typically drives share prices higher.
NVIDIA's Blowout Quarter Excluded China Sales
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Investors counting on China as NVIDIA's next growth lever still have reason to be optimistic. The Q2 results were a blowout, achieved without any H20 sales in China or China-related guidance. Revenue climbed 56%, beating consensus by several hundred basis points, and management issued similarly strong guidance.
Strength was broad-based: computing and graphics revenue each rose over 50%, while data center and networking surged 56% and 98%, respectively. Sales of Blackwell GPUs—the engine of NVIDIA's data center growth—jumped 17% sequentially and should maintain momentum in coming quarters. Industry data indicate demand outpaces supply by roughly five to one—a clear tailwind for NVIDIA and other GPU makers.
Although gross margin dipped slightly, operational efficiencies offset the contraction. As a result, operating income soared 51%, net income 52%, and adjusted EPS 54%, beating MarketBeat's consensus by more than five cents.
Key takeaway: robust cash flow lifted NVIDIA's cash balance 64% year-over-year to about $56 billion—more than a quarter of trailing revenue—paving the way for accelerated capital returns to shareholders. Guidance will likely drive NVDA's share action for the rest of the year. Having outperformed in Q2, management issued Q3 targets well above consensus, again without assuming China sales—leaving upside potential if Chinese demand materializes.
Own NVIDIA for Its Robust Balance Sheet
NVIDIA's surging AI business is fueling strong free cash flow and bolstering its balance sheet. The 64% rise in cash accompanies $24.3 billion in capital returns in H1 2025, while assets and equity each climbed 20%. Capital returns included a token dividend and share repurchases that lowered the share count by an average of 1.2% in Q2 and H1.
With a fresh $60 billion buyback authorization, repurchases should persist at this pace for roughly four quarters. NVIDIA remains net cash on the balance sheet, with total cash exceeding total debt.
After the report, shares dipped as much as 3% in after-hours trading but held key technical support—trimming losses to around 1.5% by the next session and finding a floor near $175. If $175 holds, NVDA appears poised to resume its uptrend, supported by technical signals such as a converging MACD—hinting at further gains ahead.
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