Nvidia's Pullback: The Calm Before Takeoff

Core Insights - Nvidia reported strong Q3 FY2025 results, with earnings exceeding expectations and Data Center revenue increasing by 112% year-over-year to $30.8 billion, driven by the Hopper H200 GPUs [1] Group 1: Company Performance - Nvidia's Data Center revenue surged to $30.8 billion, reflecting a significant growth of 112% compared to the previous year [1] Group 2: Analyst Background - Yiannis Zourmpanos, founder of Yiazou IQ, has extensive experience in auditing and consulting, previously working at Deloitte and KPMG [1] - Zourmpanos holds a Chartered Certified Accountant designation and is a Fellow Member of ACCA Global, with degrees from U.K. business schools [1] Group 3: Investment Strategy - The investment approach focuses on GARP/Value stocks, emphasizing high-quality, reasonably priced businesses with strong competitive advantages and growth potential [1] - The strategy prioritizes fundamental analysis, seeking stocks that are trading at a discount to their intrinsic value, with a clear margin of safety [1] - The long-term investment horizon is set at 5-7 years, aiming for wealth accumulation through compounding while emphasizing downside protection [1]