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Nvidia S Competitive Moat Just Got Better Analyst Says Is Msn

Bonisiwe Shabane
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nvidia s competitive moat just got better analyst says is msn

Robert Way/iStock Editorial via Getty Images Never go against Jensen Huang. I've learned it the hard way when I used to trade in and out of NVIDIA Corporation (NVDA Sign up now for a hugely discounted trial to test our service promise! Analyst’s Disclosure:I/we have a beneficial long position in the shares of NVDA, GOOGL, AVGO either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions.

I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank.

Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body. Nvidia (NVDA) stock tested a key level Tuesday after a 1.2% decline on Monday. The artificial intelligence giant will be among those in the spotlight at the annual CES tech trade show, which kicks off Monday in Las Vegas. Founder and Chief Executive Jensen Huang is expected to address topics including AI robotics, simulation, content creation, and gaming. So is… 12/30/2025 Dow Jones AI giant Nvidia stock hit an early buy point in recent sessions after shares bullishly regained their 50-day...

12/30/2025 Dow Jones AI giant Nvidia stock hit an early buy... Get instant access to exclusive stock lists, expert market analysis and powerful tools with 2 months of IBD Digital for only $20! Get market updates, educational videos, webinars, and stock analysis. 📈 A Buffett-style deep dive into NVIDIA's long-term earnings reveals a durable competitive moat fueled by AI innovation, strong pricing power, and disciplined capital allocation. Discover why Buffett would likely invest with caution given geopolitical risks. 🤝

"Using the historical earnings transcripts provided, analyze the company’s long-term performance and competitive position in the voice and reasoning style of Warren Buffett. Focus on durable competitive advantages, unit economics, management quality, capital allocation discipline, earnings consistency, and whether the business has a clear and widening economic moat. Evaluate risks, cyclicality, pricing power, and the predictability of future cash flows. Then provide a concise, rational explanation of whether Buffett would choose to invest or not invest in this company, clearly stating the “why” behind the decision—grounded in the evidence from the earnings history, long-term... NVIDIA: A Buffett-Style Assessment of Enduring Economics and Moat 2021–2022 (platform breadth and networking):

2024–2026 (AI buildout and pricing power): BREAKING ANALYSIS by David Vellante and David Floyer Two prevailing narratives have driven markets recently. The first is that Nvidia Corp.’s moat is eroding primarily thanks to graphics processing unit alternatives such as tensor processing units and other application-specific integrated circuits. The second is that Google LLC generally and its Gemini artificial intelligence model specifically is gaining share, will dominate AI search and ultimately beat OpenAI Group PBC. We believe both of these propositions are overstated and unlikely to materialize as currently envisioned by many.

Specifically, our research indicates that Nvidia’s GB300 and the follow on Vera Rubin will completely reset the economics of AI, conferring continued advantage to Nvidia. Furthermore, Nvidia’s volume lead will make it the low cost producer and, by far, the most economical platform to run AI at scale – for both training and inference. As it pertains to Google, it faces, in our view, the ultimate innovator’s dilemma because its search is tightly linked to advertising revenue. If Google moves its advertising model to a chatbot-like experience, its cost to serve search queries goes up by 100 times. The alternative is to shift its business model toward a more integrated shopping experience. But this requires more than 10 blue links thrown at users.

Rather, it mandates a new trust compact with its users and advertisers, which Google does not currently possess, even with Gemini’s recent success. Despite the criticisms of ChatGPT, OpenAI in our estimation is well on the way to disrupting today’s online experience by emphasizing trusted information over pushing ads. The bottom line is the two early catalyzers of the AI era, Nvidia and OpenAI remain in a strong position in our view. Though lots can change, the current narrative around these two firms is likely to change when GB300 adoption ramps. Nvidia dominates the artificial intelligence market with bleeding-edge processors now powering the AI revolution. (© Jon Krause)

Nvidia (NVDA) dominates the artificial intelligence market with bleeding-edge processors now powering the AI revolution. And that lead has pushed Nvidia stock to record highs. But challengers are circling Nvidia's fortress. The tech giant looks to defend itself with a competitive moat by taking steps to make it harder for competitors and would-be rivals to match, if not surpass, Nvidia's… 12/30/2025 Dow Jones AI giant Nvidia stock hit an early buy point in recent sessions after shares bullishly regained their 50-day... 12/30/2025 Dow Jones AI giant Nvidia stock hit an early buy...

Get instant access to exclusive stock lists, expert market analysis and powerful tools with 2 months of IBD Digital for only $20!

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Robert Way/iStock Editorial Via Getty Images Never Go Against Jensen

Robert Way/iStock Editorial via Getty Images Never go against Jensen Huang. I've learned it the hard way when I used to trade in and out of NVIDIA Corporation (NVDA Sign up now for a hugely discounted trial to test our service promise! Analyst’s Disclosure:I/we have a beneficial long position in the shares of NVDA, GOOGL, AVGO either through stock ownership, options, or other derivatives. I wrote ...

I Am Not Receiving Compensation For It (other Than From

I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not ...

Our Analysts Are Third Party Authors That Include Both Professional

Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body. Nvidia (NVDA) stock tested a key level Tuesday after a 1.2% decline on Monday. The artificial intelligence giant will be among those in the spotlight at the annual CES tech trade show, which kicks off Monday in Las Vegas. F...

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"Using The Historical Earnings Transcripts Provided, Analyze The Company’s Long-term

"Using the historical earnings transcripts provided, analyze the company’s long-term performance and competitive position in the voice and reasoning style of Warren Buffett. Focus on durable competitive advantages, unit economics, management quality, capital allocation discipline, earnings consistency, and whether the business has a clear and widening economic moat. Evaluate risks, cyclicality, pr...