Nvidia: Massive Capex and Margin Pressure Raises the Stakes
Nvidia (NASDAQ: NVDA) continues to see extraordinary AI demand as Data Center growth accelerates, Blackwell Ultra ramps up, and Rubin enters production. But supply constraints, margin pressure, and rising capital commitments are making execution the crucial next test for the bullish thesis.
Stock prices used were the market prices of Aug. 28, 2026. The video was published on Sept. 12, 2026.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
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Rick Orford has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Nvidia. The Motley Fool has a disclosure policy. Rick Orford is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through their link, they will earn some extra money that supports their channel. Their opinions remain their own and are unaffected by The Motley Fool.
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