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Stephanie Link, managing director / portfolio manager at Hightower Advisors, highlights that NVDA has derisked its gross margin, guided to 70% total revenue growth in 2028 versus 45% expected, and offered more transparency on third-party financing.
Link adds that supply is expected to exceed demand through 2028 and projects earnings per share power of $22 in 2029. NVDA has underperformed SMH year-to-date by 50%.
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Link was previously recognized on the Forbes 50 over 50 list, which honors women leaders in finance. She has also commented on corporate performance, noting Target’s profit improvement as the retailer raised guidance and reported stronger margins. Her commentary continues to track key developments in large-cap companies.