RO
RobertoAllende
Community Contributor
Member since 2025
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Software engineer and AI-first analyst focused on semiconductors and cloud infrastructure. Founder of ClearTake, an independent AI-powered research project analyzing the AI economy through primary data and value-chain fundamentals.
https://cleartake.ai
The AI Infrastructure Giant Grows Into Its Valuation
NVIDIA's latest quarterly earnings report, released this week, showcases a company that has successfully navigated one of the most challenging questions in modern tech investing: How do you justify a multi-trillion dollar valuation in an era of AI hype? The answer, it turns out, lies in execution.Read more
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RO
US$345.07
44.1% undervalued intrinsic discount
RobertoAllende's Fair Value
Revenue
25.01% p.a.
Profit Margin
53.01%
Future PE
43.82x
Price in 2030
US$567.87