NVIDIA (NVDA)

📹 The UNTHINKABLE is About to Happen to the Stock Market

Nvidia's forward P/E of 23 with 35% growth gives a PEG of 0.65, making it attractive. · Reduced memory per GPU allows more GPUs to be produced, benefiting Nvidia. · Hyperscalers continue to spend heavily on AI infrastructure, driving GPU demand.

📹 This Market Dip is a GIFT (7 Stocks to Buy NOW)

Stock is down 6% in 30 days while fundamentals remain exceptional, creating a rare buy setup. · Revenue growing 106%, net income 126%, operating margin 65%, and 2.5x cash versus debt. · Trading at only 14x forward P/E despite insurmountable switching costs and expanding TAM.

📹 Anthropic Delivers Fantastic News for AI Stock Investors | NVDA, MRVL, INTC, AMD, AMZN, AVGO, GOOG

Anthropic's success and continued AI infrastructure spending are great news for Nvidia as a key supplier of computing power. · Rapid revenue growth at AI labs means they can keep paying for and investing in more computing power, supporting Nvidia's prospects.

📹 Nvidia's Biggest Customers Are Becoming Its Biggest Threat

Nvidia's high margins (75% gross, 65% operating) incentivize customers to design their own chips, threatening pricing power. · CUDA software moat and ~80% market share remain strong, so a collapse is unlikely; the risk is slow erosion. · Revenue growth deceleration and margin compression are the key metrics to watch; the stock could de-rate even if the business stays healthy.

📹 The AI Crash Is Here - What You Need to Know

Nvidia is down more than 10% from its highs in the past week amid the AI sell-off, which he views as an opportunity rather than a fundamental problem.

📹 Is AI Trade DEAD? 🤖 $835B Capex vs $2.4T Backlog: The Real Math💥

NVIDIA has signaled it expects to double growth next year with effectively infinite demand for its GPUs. · Vera Rubin supply is so tight that ~40% is reportedly locked up by Elon Musk alone, with black-market prices hitting $5M vs $2M retail. · Demand is diversified across classic computing, frontier labs, startups/neoclouds, and sovereign AI, not just OpenAI/Anthropic.

📹 I Ranked the Mag 7

Revenue growth is almost 90% year-over-year, yet PE and forward PE multiples look average compared to the market. · Great pricing power due to the AI boom, though this advantage may not persist forever. · Business is heavily concentrated in data centers (90% of revenues), creating risk if AI spending slows.

📹 Stocks Fell Again. Here’s the Level I’m Watching Before I Buy More

Still has about 34.2% upside based on his assumptions. · Expected to grow 90% and possibly 80%+ next year at this scale and profitability. · Rising GPU prices (B300 up 38.6%) confirm strong underlying demand.

📹 How OpenAI Could Cause a US Recession | TCAF 264

Revenue grew over 100% year-over-year, which is astonishing for the largest company on earth. · 70% of accounts receivable comes from just five customers, creating dangerous concentration risk. · If one of those major customers falters, Nvidia would lose a large chunk of business.

📹 Softbank And OpenAI Partner To Create $500 Billion Debt Bomb

Nvidia's $105 billion loan guarantee to SB Energy and $250 billion guarantee to OpenAI are massive contingent liabilities that don't appear on the balance sheet but could materialize if defaults occur. · The circular financing deals, where Nvidia invests a small amount and expects huge GPU orders in return, are risky and could backfire if OpenAI or SB Energy default. · Jensen Huang's claim of a 100x return is a distraction from the real issue of the loan guarantees, and he may be hoping shareholders don't connect the dots.

📹 Stock Market Crash Is Nearing The End! (Here's Why)

Nvidia is flush with cash and can help support AI ecosystem companies like CoreWeave and Nebius. · As long as companies keep spending on AI chips and data centers, the AI rally and Nvidia will remain fine.

📹 Top Stocks I'm Buying To Get Rich Without Getting Lucky

Nvidia is at the heart of the AI revolution with its GPUs and CUDA software ecosystem that competitors cannot match. · It trades at only 19 times forward earnings, the lowest among the Magnificent 7, despite growing much faster. · Revenue growth has been accelerating (62%, 73%, 85%, 106% over the last four quarters) and analysts keep underestimating it.

📹 Is SpaceX Stock a Buy After Its Post-IPO Drop?

The creator owns NVIDIA and considers it a core holding, expressing comfort with the position. · NVIDIA is collaborating with SpaceX on space-ready Vera Rubin chips for in-orbit data centers, showing its central role in the AI infrastructure buildout.

📹 $NVDA vs $AMD: Buy ONE, Sell ONE Before October Ends!

Nvidia is far cheaper than AMD on nearly every valuation metric, trading at about 20x next year's earnings versus AMD's 60x. · It has dominant margins, high returns on capital, and a shrinking share count through buybacks. · Its 10-year DCF shows a middle intrinsic value of $540 versus the current $236, implying a roughly 20% expected return. · Risks include heavy AI data center concentration and being locked out of China, but China is pure upside if it reopens.