Nvidia: Why I Am Aggressively Accumulating At All-Time High

The Asian Investor
29.31K Followers

Summary

  • Recent insider sales at Nvidia Corporation are not a red flag; the fundamentals in the AI market are extremely resilient and strong.
  • Nvidia's free cash flow growth, driven by Blackwell GPUs and future product cycles, is massively underestimated by the market. AI-led CapEx spending is widely under-rated.
  • The AI GPU maker is set to grow to a $100B annual free cash flow run-rate this year and a $250B FCF run-rate by the end of the decade.
  • Nvidia's shares remain widely attractive from a valuation point of view. The market likely underestimates the strength of the current, multi-year AI boom.
  • Risks exist around Data Center GPU demand, but AI spending trends and Nvidia’s annual product cycle support continued NVDA stock upside potential.

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Insiders at Nvidia Corporation (NASDAQ:NVDA), typically senior executives with stock options and equity awards being part of their compensation packages, have recently sold a ton of their Nvidia shares last month. The insider sales are noteworthy especially because

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29.31K Followers
I am interested in a lot of technology and AI stocks like Google, Nvidia, AMD, Tesla and Amazon.

Analyst’s Disclosure:I/we have a beneficial long position in the shares of NVDA, AMD 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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