Nvidia Is Still A Buy For Those Who Missed The Boat

Kenio Fontes
476 Followers
(14min)

Summary

  • Nvidia Corporation's $3.3T market cap reflects its dominance in AI, robotics, and cloud computing, with significant growth potential in these multi-trillion dollar markets.
  • Despite the high valuation, Nvidia's technological leadership and partnerships position it well for sustained revenue growth and strong margins.
  • Key risks include cyclicality, overreliance on AI, competition, and external factors like regulations and geopolitical tensions, which could impact Nvidia's performance.
  • Even with much growth priced in, NVDA stock offers an attractive IRR and potential upside in certain scenarios, making it a compelling investment for exposure to transformative tech trends.

Nvidia Corporation building in Taipei, Taiwan.

BING-JHEN HONG

Nvidia Corporation (NASDAQ:NVDA) reached an incredible milestone of $3.3T in market cap, with very rapid growth. This phenomenon went beyond the rational field and ended up contaminating a lot of sentiment. This is either on the bullish side, with investors

This article was written by

476 Followers
Equity Research Analyst with a broad career in the financial market, covered both Brazilian and global stocks. As a value investor, my analysis is primarily fundamental, focusing on identifying undervalued stocks with growth potential. Feel free to reach out for collaborations or to connect!

Analyst’s Disclosure: I/we have a beneficial long position in the shares of AMD, AMZN, GOOGL either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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