NVDA directional thesis
NVIDIA is about as cheap as it has ever been at 19 times forward while growing 80 percent, and big stock buybacks coming will push that multiple way up like Apple did.
“the stock is like almost as cheap as it's ever been. Like it's trading at 19 times forward, below the S&P 500, which is growing at like 10%. NVIDIA is growing at 80%. So this dichotomy where NVIDIA is becoming more and more undervalued”69:20claim_id
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