Nvidia Corporation maintains a Strong Buy rating, supported by robust revenue guidance and resilient gross margins despite memory cost pressures. October quarter revenue is guided at $108 billion, with a 74% gross margin and a 71% margin floor expected for January, both surpassing critical thresholds. Rubin platform drives a 60% increase in revenue per gigawatt, enabling NVDA to target 70% revenue growth for fiscal 2028, outpacing Wall Street expectations.
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