Nvidia H200 Is The Fastest Product Ramp-Up In History

In my previous “Strong Buy” thesis published in August 2024, I highlighted Nvidia Corporation’s (NASDAQ:NVDA) strong networking growth and Blackwell ramp-up. Nvidia delivered a strong Q3 result, with 93.6% growth in revenue and 101.4% year-over-year growth in adjusted operating profits. I reiterate a “Strong Buy” rating with a one-year target price of $184 per share. Key Takeaways From Q3 Nvidia released its Q3 FY25 result on November 20th, reporting 93.6% growth in revenue and 101.4% year-over-year growth ...