Bearish voices on NVIDIA have been growing louder recently, but their bearish arguments may be losing sight of the bigger picture. The AI revolution is just beginning and far from being 'just a bubble' yet.
Despite concerns about competitive threats due to NVIDIA's innovation, first-mover advantage, and customer dedication, the company has secured a leading position in the AI chip market.
NVIDIA's financial position is strong, with exceptional revenue growth, high profitability, and strong cash flows, justifying its premium valuation.
I have confidence in NVIDIA's long-term growth and impact on the market, and I will take advantage of the recent stock price drop to increase my position, and continue to express a 'strong buy' rating.
I remain bullish on NVIDIA and emphasize the company's superiority in AI generation, unparalleled hardware and software ecosystem, especially valuing the CUDA platform.
Kimihiko OP : I have posted it so you can see the full story.
ジュウスドインイット : I have unrealized gains in the recommended stocks.
I appreciate it, and I am surprised that you found that stock on your own.