Published

02 Aug 25

Updated

04 Jun 26

Views

3k

Invested

Fair Value

US$280

Share price04 Jun

US$214.7223.3% undervalued

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1Y20.64%

7D-4.64%

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

OS

Software Engineer and Quality investor with a passion for identifying platform moats, foundational AI infrastructure, and durable digital transformation trends.

Published

02 Aug 25

Updated

04 Jun 26

Views

3k

Invested

Shared on 04 Jun 26

Fair value Increased 22%

oscargarcia has decreased revenue growth from 12.7% to 7.5%.

574 views

Shared on 19 Nov 25

Fair value Increased 11%

Another strong financial results

NVIDIA keeps riding the AI boom with another quarter of big gains, led by its data-center business, and it expects demand to stay strong into next quarter. But with expectations already sky-high, even a small slip in growth, costs, supply, or export rules could hit investor confidence fast.

247 views

Shared on 31 Oct 25

Fair value Increased 8.95%

NVIDIA is landing big partnerships that push its chips deeper into factories, national infrastructure, and telecom networks, widening where future demand can come from. The catch is that expectations are already sky-high, so any slip in delivering these projects or protecting profits could hit sentiment fast.

514 views

Shared on 28 Aug 25

Fair value Increased 12%

NVIDIA’s demand is spreading beyond data centers into robotics, self-driving tech, and healthcare, as it pushes “Physical AI” products that aim to become the software layer for machines. The case is that its strong cash generation and conservative balance sheet give it room to keep investing hard—so today’s pricey-looking expectations may not fully reflect how much runway it has.

287 views

Fair Value vs Share Price

US$280

vs US$214.7223.3% undervalued

7.5%

Revenue growth

51.7%

Profit margin

Recent News & Updates

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Company analysis

Exceptional growth potential with flawless balance sheet.

Market capUS$5.2t

PB26.6x

Estimated Growth25.3%

Dividend Yield0.5%

CEO & management

Jen-Hsun Huang

CEO

17.1yrs

CEO Tenure

Operates as a data center scale AI infrastructure company in the United States, Taiwan, China, Hong Kong, Europe, and internationally.