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Mark Roussin, founder and senior portfolio manager at Roussin Capital Management, highlights another strong quarter for Nvidia.
Roussin points out that the stock tends to experience more significant movement after the hyperscalers report their results, as these have a direct impact on expectations for Nvidia's earnings.
Earlier this year, Roussin highlighted Bank of America's estimate that Nvidia could generate over $400 billion in free cash flow between 2026 and 2027, surpassing Apple and other tech giants (NVDA expected cash flow). He has also cautioned that the stock market could face a pullback following record highs and increased attention from President Donald Trump (stock market pullback). These views inform his recent focus on Nvidia's performance.