-
Posted by
Two Blokes Jul 9 -
Filed in
Stock
-
4 views
Nvidia Corporation's valuation is justified by its dominant AI infrastructure, explosive earnings growth, and unmatched margins, not by speculative hype or bubble dynamics. The company delivers record-breaking revenue, profit, and free cash flow, with expanding software-like margins and a defensible ecosystem powered by CUDA and proprietary networking. Risks exist—mainly geopolitical and competitive—but Nvidia's business quality, growth, and profitability far outpace industry peers, supporting a premium valuation.
