Microsoft is mentioned as an example of a company with more compact profit margins and growth compared to the stock being analyzed.
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Don't Touch Nvidia Stock After Earnings Until You See This Math
Aug 27, 2026
The creator presents three bull cases for Nvidia (NVDA) following its earnings report. The arguments focus on a product super cycle potentially generating $1 trillion in revenue, massive spending by hyperscalers on AI infrastructure, and the stock being undervalued relative to its growth rate, trading at a lower forward PE than Walmart. The creator plans to analyze the company's intrinsic value based on these points.
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Walmart (WMT) is mentioned as a benchmark for comparison, with Nvidia's forward PE being significantly lower than Walmart's.
Nvidia (NVDA) is presented as a buy due to its strong growth, product cycle, hyperscaler demand, and undervalued stock price relative to its rapid expansion.
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NVDAbuy opened Aug 27, 2026
-3.16%