Nvidia: Three concerns the company's earnings answered

Nvidia's (NVDA) second quarter earnings surpassed analysts' already lofty expectations for the tech giant. Stifel Analyst Ruben Roy, who upgraded the stock to "buy" following the report, said he had three areas he had concerns about: supply constraints, expanded restrictions on China, and digestion after a massive CapEx cycle. Roy explains how Nvidia was ready to respond to these challenges, noting “Nvidia talked about all three and essentially took away our concerns on the conference call."