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The company that went from selling GPUs to gamers to becoming the AI arms dealer of the 21st century.

Published
02 Aug 25
Updated
28 Aug 25
codepoet's Fair Value
US$190.00
3.4% undervalued intrinsic discount
28 Aug
US$183.61
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1Y
57.9%
7D
3.3%

Author's Valuation

US$190

3.4% undervalued intrinsic discount

codepoet's Fair Value

Shared on28 Aug 25
Fair value Increased 12%

NVIDIA is not just selling GPUs anymore; it’s effectively the backbone of AI and now Physical AI. With explosive demand across data centres, robotics, autonomous vehicles, and healthcare, its current valuation (P/E ~39.9) looks steep at first glance—but here’s why it may actually understate growth potential.