Why I’m Selling Nvidia Ahead Of Q2 Earnings

Summary:

  • Nvidia Corporation’s growth is slowing, with revenue projections indicating another significant decrease in quarterly growth.
  • Delays in the release of new Blackwell chips could impact growth prospects and the stock valuation if management confirms.
  • Hedge fund Elliott Investment Management has labeled Nvidia as a “bubble” with overhyped technology, raising concerns about future demand and growth potential.
  • Nvidia’s commitment to buybacks over R&D and equipment shows me a focus on stock price over new initiatives.

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Market heavyweight Nvidia Corporation (NASDAQ:NVDA) releases its second-quarter 2025 earnings post-market on Wednesday. In this article, I will discuss why I am selling the stock ahead of that update.

Investors must accept that growth is slowing

The first basis


Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Short position through short-selling of the stock, or purchase of put options or similar derivatives in NVDA over the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

I will be taking bearish options positions ahead of the Q2 results.

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