NVIDIA Community

NVIDIA (NVDA) has been elevated to almost mythical status in the era of large language models (LLMs). The company’s GPUs powered the AI training boom, and its stock reflected the market’s belief that this dominance would persist indefinitely.

NVIDIA’s long-term growth trajectory continues to shine, powered by its leadership in AI, data centers, and next-generation computing. Based on a forward earnings model calibrated to the 10-year U.S. Treasury yield , the stock’s fundamental fair value stands at $188 per share.

When looking at the earnings release, we could see that the company has been benefitting from record Data Center adoption. its revenue grew by 23% compared to the fourth quarter and 427% from a year ago it is fueled by strong and accelerating demand for generative AI training and inference Generative AI has expanded to consumer internet companies, and enterprise, sovereign AI, automotive and healthcare customers, creating multiple multibillion-dollar vertical markets Moreover, the company decided to announce a series of rewards for investors 10 for 1 forward stock split result in a proportionate increase in the number of shares of authorised common stock increasing its quarterly cash dividend by 150% from $0.04 per share to $0.10 per share of common stock

Nvidia (NVDA) Investment Thesis – Long-Term Outlook Nvidia has evolved far beyond its GPU roots, becoming a foundational enabler of accelerated computing across AI, data centers, autonomous vehicles, and more. Its position at the intersection of multiple tech megatrends—AI, HPC, robotics, gaming, and edge computing—gives it unmatched leverage in shaping the digital economy.

Commonly, public misconceptions mislead the market to poorly represent a company's true worth. The saying says "if it sounds too good to be true, it's most likely not true" rings in my ear when evaluating the future of NVIDIA.

Nvidia's stock presents a compelling growth narrative centered on its dominance in the AI revolution. A mid-case scenario targets a price of $346.66 by early 2030.

NVIDIA Corporation (NVDA) has demonstrated remarkable growth, particularly in the AI and data center sectors, positioning it as a compelling investment opportunity for the next 1 to 3 years. Sector: Technology Industry: Semiconductors Market Capitalization: $3.4t (Mega-cap) Major Competitors: NVIDIA (NVDA) operates in a highly competitive landscape, with several major and direct competitors in its key markets, including AI, gaming, data centers, and automotive.

1. The Backbone of the AI Revolution NVIDIA is not just a chipmaker.

Positives 1. Market Leadership in GPUs and AI Acceleration: NVIDIA dominates the discrete GPU market, particularly for high-performance gaming and data center AI workloads.