The 3 biggest takeaways from Nvidia's Q1 earnings call: China, China, China
1. Nvidia beat Q1 revenue expectations despite losing access to China market. 2. CEO Huang criticized U.S. export controls, predicting significant revenue losses ahead. 3. Core segments like data centers remain strong, indicating positive long-term outlook. 4. Huang hinted at exploring markets beyond China and praised U.S. infrastructure projects. 5. Analysts remain bullish on Nvidia despite challenges from export restrictions.