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CO
Community Contributor
A formidable player in AI and enterprise computing.
1. Growth Engines in AI & Data Center AMD reported 36% YoY revenue growth in Q1 2025 , reaching $7.44B , with non‑GAAP EPS of $0.96 , a 55% YoY jump.
View narrativeUS$210
FV
2.3% overvalued intrinsic discount14.63%
Revenue growth p.a.
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US$72.52
FV
17.6% undervalued intrinsic discount40.00%
Revenue growth p.a.
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136users have followed this narrative
AU$12.4
FV
40.4% undervalued intrinsic discount12.00%
Revenue growth p.a.
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Unshakable AI Leadership Meets Overextended Valuations and Emerging Bubble Dynamics
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.
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JA
US$235
22.1% undervalued intrinsic discount
jaikhom Fair Value
Revenue growth
5.55% p.a.
Profit Margin
55.04%
Future PE
67.94x
Share price in 2030
US$346.32