Nvidia: All-Time High Is In Sight, Upgrade To Strong Buy

  • Nvidia Corporation's valuation is highly attractive, with strong EPS growth and profitability outpacing peers, making it a compelling entry point. AI-driven demand from hyperscalers and new sovereign deals (UAE, Saudi Arabia) provide a long runway for continued growth. Despite losing China revenue and recent price stagnation, Nvidia's fundamentals remain robust and its market leadership is unchallenged.