I Keep Buying Nvidia Over and Over Despite China Concerns, Despite The Tech Selloff

NVIDIA posts 106% revenue growth, runs at 75% gross margin, and can only fill 70% of AI chip demand through at least fiscal 2028.

AMD and Broadcom compete, but NVIDIA's data center alone hit $89 billion in one quarter at 117% growth with zero AMD or Intel comparison.

Jensen Huang guides Q3 to $108 billion with China revenue excluded entirely, while hyperscaler capex hits $800 billion in 2026.

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I hit the buy button on NVIDIA ( NASDAQ:NVDA ) again last week, and I will almost certainly do it again next month. The China headlines keep coming. The tech sector keeps wobbling. I keep buying. That is conviction. It is what happens when a company you own posts 105.85% year-over-year revenue growth and the market still argues about whether the story is real.

The core reason is simple: NVIDIA sells the machines that make artificial intelligence work, and those machines are still supply-constrained. On the last earnings call, management said flatly that "at this moment, we have supply for 70%" of demand, and that the constraint runs "at least through the end of fiscal year 28." When a company grows revenue triple digits and tells you the ceiling is its own factories, not its customers, I want to own more of it.

First, the profitability. Non-GAAP gross margin came in at 75.0% last quarter, operating margin at 60.38%, and net margin at 55.60%. Return on equity is 101.5% and return on invested capital is 92.2%. Those are platform-caliber ratios, well above what a commoditized parts maker posts.

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Second, the balance sheet and the buyback. Debt-to-equity sits at 0.073, interest coverage at 503x. Q2 free cash flow was $21.341 billion. The company returned $26.0 billion to shareholders in the quarter, with roughly $99.0 billion left on the repurchase authorization. The token dividend of $0.25 is beside the point. This is a compounder that shrinks its share count.