JA
Jam
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Member since 2021
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NVDA: Expanding AI Demand Will Drive Major Data Center Investments Through 2026
A wave of new AI uses is pushing companies and governments to build out more data centers, and NVIDIA aims to be the go-to supplier for the chips and systems that power them. But export limits, customers building their own chips, and tight supply and power constraints could all slow that momentum.Read more
AN
US$302.83
33.7% undervalued intrinsic discount
Fair Value
Revenue
41.23% p.a.
Profit Margin
54.98%
Future PE
25.21x
Price in 2029
US$414
Declining Notebook Sales And A Shift Away From Console Gaming Will Hurt Earnings Growth Potential
Microsoft’s core PC and console businesses may be heading into a slower era as people keep laptops longer, lean more on smartphones, and shift gaming time toward mobile and PC. At the same time, the company’s big bets in cloud services and AI-powered Office features could soften the blow—or flip the story if they catch on.Read more
