Nvidia: Potential for Growth
NVIDIA's market capitalization exceeds that of Apple and Microsoft, but I still see growth potential and value it at $189 per share, a 42% premium.
NVIDIA's outstanding financial performance is driven by the explosive increase in demand for AI GPUs, significant revenue and profit margin growth, and strategic share buybacks.
NVIDIA's platform strategy, including CUDA and AI data centers, generates high switching costs and long-term partnerships, ensuring sustained demand and competitive advantage.
Despite the risks of supply chain and concentration, NVIDIA's strong presence in diverse markets and continuous GPU demand support my bullish outlook and evaluation.
NVIDIA's outstanding financial performance is driven by the explosive increase in demand for AI GPUs, significant revenue and profit margin growth, and strategic share buybacks.
NVIDIA's platform strategy, including CUDA and AI data centers, generates high switching costs and long-term partnerships, ensuring sustained demand and competitive advantage.
Despite the risks of supply chain and concentration, NVIDIA's strong presence in diverse markets and continuous GPU demand support my bullish outlook and evaluation.
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