# Nvidia Stock After Earnings: What The Numbers Actually Tell Us

Nvidia just dropped another blockbuster quarter—revenue jumped 62% to $57 billion with over 73% gross margins. Their Blackwell platform is selling like hotcakes, and major players like Amazon and Alphabet are all signaling AI demand remains insane.

Here's the thing: looking back at the last 9 earnings cycles, Nvidia stock rallied within 6 months after 7 of them, with double-digit gains each time. The 2 losing periods? Single-digit drops. Pretty solid track record.

But don't just chase the 6-month play. The real story is what happens in the next few years. We're talking trillions potentially flowing into AI infrastructure, and Nvidia's basically the only real play for compute. At 38x forward earnings, the valuation is reasonable for a growth leader of this scale.

Bottom line: Even if the stock disappoints in the short term (macro headwinds, rate concerns), the long-term picture for AI chip dominance is still strong. This isn't a get-rich-quick bet—it's a multi-year infrastructure play.