Nvidia: Potential Meta TPU Deal Is Alphabet's Gain, But Not Nvidia's Loss

Core Insights - The article discusses Nvidia Corporation's (NVDA) Q2 report and highlights the importance of the Chinese market in the company's performance [1]. Group 1: Company Analysis - Nvidia's Q2 report was analyzed with a focus on key takeaways, particularly regarding its operations in China [1]. - The author upgraded the rating for Nvidia based on the insights derived from the Q2 report [1]. Group 2: Author's Background - The author is an independent investor with a CFA Charter and a PhD in Finance from the University of Durham, U.K. [1]. - The author holds an Honorary Associate Professor title in Finance and Corporate Governance at Brunel University London [1]. - The author engages in quantitative research across various financial domains, including US equities and M&A, and has published in top-ranked peer-reviewed journals [1].