The post Bill Ackman’s Microsoft Buy Just Told Everyone The Real Story on Nvidia’s Geopolitical Risk appeared first on 24/7 Wall St..
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NVIDIA (NVDA) posted Q4 revenue of $68.13B with 75% Data Center growth and a 75.2% gross margin, but Q1 guidance of $78B excludes China Data Center revenue entirely and production remains concentrated at TSMC in Taiwan. Microsoft (MSFT) trades at a 21x forward P/E with a $627B contracted backlog, Azur…