Nvidia: The Bull Case Just Got Stronger

Cash Flow Venue
2.75K Followers
(9min)

Summary

  • Nvidia Corporation remains undervalued despite a 25% stock price increase, as there's still a discount caused by panic selling related to tariffs.
  • The recent "truce in Geneva" between the U.S. and China, reducing tariffs, has positively impacted Nvidia and the broader market.
  • Nvidia is well-positioned to navigate any future trade turmoil or escalations, maintaining its robust growth trajectory.
  • Business environment has just become more supportive of Nvidia, while it remains greatly equipped to navigate around geopolitical tensions.
  • The valuation will catch up to its fundamentals soon, as NVDA investors realize its competitive leadership in the industry accompanied by secular growth.

Nvidia Corporation building in Taipei, Taiwan.

BING-JHEN HONG/iStock Editorial via Getty Images

Within my latest article about Nvidia Corporation (NASDAQ:NVDA), I argued that the market was in a panic, overreacting to President Trump's tariffs announcement, over-selling one of the most prominent businesses

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