“Despite constraints, we see gaming leading growth with continued momentum into 2H led by new gaming titles, back-to-school, and holiday,” Schafer wrote in an analyst note ahead of Nvidia’s earnings. The vast majority of the company's revenue comes from its data center capabilities, and graphics card, both of which have seen massive interest from buyers.Īnd Oppenheimer’s Rick Schafer sees that continuing into Nvidia’s the second half of the company's fiscal year. Shares have been on a tear over the last three months, jumping 48% compared to the S&P 500’s 18%.
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