BofA Calls Nvidia FY28 Growth Guide a High Floor

Tae Kim posted that BofA reiterated its Buy rating on Nvidia and named it a top pick. The bank described the roughly 70 percent FY28 growth guide as a high floor because bottoms-up demand runs about twice supply. BofA hosted Nvidia IR Toshiya Hari for a fireside chat after the 2Q27 report and found the discussion constructive on its main debates. The post cuts off mid-sentence at the second point.