NVIDIA Corporation Stock Price
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NVDA Community Narratives

NVDA: Expanding AI Demand Will Drive Major Data Center Investments Through 2026

Nvidia (NVDA) The Sovereign of Silicon: Accelerating Beyond the $5 Trillion Horizon
Nvidia’s "Kerosene Moment": Why the King of AI is Changing the Engine
Nvidia (NVDA) The Sovereign of Silicon: Accelerating Beyond the $5 Trillion Horizon
Nvidia (NVDA) has reinforced its position as the primary engine of the global technological landscape, with its stock rising to $195.56 on February 26, 2026, following a blockbuster Q4 fiscal 2026 earnings report. The company delivered a "beat and raise" performance, reporting record quarterly revenue of $68.1 billion —up 73% year-over-year—and a GAAP diluted EPS of $1.76 , surpassing consensus estimates of $1.53.Read more
Steam engines 2.0: The world will find a way to meet insatiable demand for GPU’s
In the early 1990s three engineers met in a Denny’s diner in San Jose (the same Denny’s where Jensen previously worked as a dishwasher). Video games were exploding in popularity and complexity.Read more

Thinking of moving into a 5-stock AI infrastructure hybrid portfolio anchored by NVDA
53 years old, setting up sprints of 4, 7, and 12 years because I only have $383,687 in my portfolio. Existing portfolio: VOO-$149,640, SPYG- $43,784, NVDA- $89,473, GLD- $48,944, ADBE- $32,844, Cash- $19,000 Looking to move all of VOO, SPYG, ADBE, and cash into a 5-stock AI infrastructure hybrid for the next 4 years or 7 years, consisting of NVDA 60%, MU 20%, SMCI 10%, CRDO 5%, and ALAB 5% How unrealistic are the following assumptions?Read more
NVIDIA's Rapid Rise Will Fade Amidst Slowing Revenue Growth and Weakening Profit Margins
Alphabet's (GOOG) Ironwood TPUs will weaken Nvidia's (NVDA) moat as a strong competitor, they will take lots of potential revenue and their profit margins will shrink. I expect them to have strong short term performance although from a long term perspective I am bearish on this stock.Read more
Nvidia’s "Kerosene Moment": Why the King of AI is Changing the Engine
In the 1880s, Standard Oil had a problem. They had built a massive, monopolistic empire refining kerosene for lamps.Read more
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

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.Read more
NVDA FY 25 Result
When looking at the earnings release, we could see that the company has been benefitting from record Data Center adoption. its revenue grew by 23% compared to the fourth quarter and 427% from a year ago it is fueled by strong and accelerating demand for generative AI training and inference Generative AI has expanded to consumer internet companies, and enterprise, sovereign AI, automotive and healthcare customers, creating multiple multibillion-dollar vertical markets Moreover, the company decided to announce a series of rewards for investors 10 for 1 forward stock split result in a proportionate increase in the number of shares of authorised common stock increasing its quarterly cash dividend by 150% from $0.04 per share to $0.10 per share of common stockRead more
Software and Hardware Giant, a King of High Switching Costs: The Story of NVIDIA
Commonly, public misconceptions mislead the market to poorly represent a company's true worth. The saying says "if it sounds too good to be true, it's most likely not true" rings in my ear when evaluating the future of NVIDIA.Read more
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Recently Updated Narratives

Nvidia (NVDA) The Sovereign of Silicon: Accelerating Beyond the $5 Trillion Horizon

Steam engines 2.0: The world will find a way to meet insatiable demand for GPU’s
Thinking of moving into a 5-stock AI infrastructure hybrid portfolio anchored by NVDA
Snowflake Analysis
NVIDIA Corporation Key Details
About NVDA
- Founded
- 1993
- Employees
- 36000
- CEO
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NVIDIA Corporation, a computing infrastructure company, provides graphics and compute and networking solutions in the United States, Taiwan, China, Hong Kong, and internationally. It operates through Compute & Networking and Graphics segments. The Compute & Networking segment includes its Data Center accelerated computing and networking platforms and artificial intelligence solutions and software and automotive platforms and autonomous and electric vehicle solutions, including software. The Graphics segment offers GeForce GPUs for gaming and PCs; Quadro/NVIDIA RTX GPUs for enterprise workstation graphics; GeForce NOW cloud gaming service; and NVIDIA vGPU software for graphics- virtual desktops and workstations. It also develops standalone software solutions, including NVIDIA AI Enterprise, NVIDIA Omniverse, NVIDIA DRIVE, and other software products. The company’s products are used in gaming, professional visualization, data center, and automotive markets. It sells its products to original equipment manufacturers, original device manufacturers, system integrators and distributors, independent software vendors, cloud service providers, add-in board manufacturers, distributors, automotive manufacturers and tier-1 automotive suppliers, and other ecosystem participants. NVIDIA Corporation was incorporated in 1993 and is headquartered in Santa Clara, California.

