The author keeps buying Nvidia, whose market cap stands at $5.26 trillion, arguing that AI demand still exceeds supply and that the company expects 70% revenue growth in fiscal 2028. Q2 FY2027 revenue reached $96.22 billion, up 105.8% year over year, and management guided Q3 revenue to $108 billion ±2%. Nvidia generated $96.58 billion in free cash flow in fiscal 2026, raised its quarterly dividend to $0.25 from $0.01, and has $99 billion left in its buyback authorization. The author argues Nvidia's valuation of about 44 times earnings is lower than AMD's roughly 211 times, with higher gross margins. Key risks include $279 billion in supply obligations, mostly memory for Vera Rubin, and days sales outstanding extended to 60 days from 45.
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NVDA
▲ Likely positiveNvidia
Relevance: medium
| Market | US stocks |
|---|---|
| Sector | Information Technology |
| Industry | Semiconductors |
| Market cap | $5.1T |
| Close on 10/27/2026 | 217.88 |
| Change that session | +0.87% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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