Alphabet is considered a good long-term investment, but its free cash flow is currently decreasing due to significant spending on AI data centers.
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Nvidia Just Became a Value Stock. You're Being Lied To.
Aug 27, 2026
The creator argues that Nvidia, despite its high market cap and AI narrative, is now a value stock due to its rapid growth and comparable P/E multiple to mature companies like Coca-Cola. They contrast Nvidia's current valuation and growth with the dot-com bubble era of Cisco, refuting the AI bubble narrative and explaining why they've made Nvidia their largest position.
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Microsoft Azure is a major cloud giant that beat expectations, is raising capex for AI data centers, and has booked revenue, indicating continued growth for Nvidia.
ASML is mentioned as a key part of Nvidia's supply chain that needs to invest and grow to meet demand.
Netflix, like Amazon, was a great business that sold off during the dot-com crash due to its high valuation.
Amazon.com, despite being a great business, sold off significantly during the dot-com crash due to its crazy valuation at the time.
SK Hynix is mentioned as a memory producer whose rising prices are impacting Nvidia's costs.
Apple is mentioned as a benchmark for free cash flow generation and share repurchases, with Nvidia expected to surpass its growth rate.
Cisco is referenced as a historical example of the dot-com bubble, used to contrast with Nvidia's current situation and valuation.
Coca-Cola is mentioned as a benchmark for a mature, low-growth company trading at a similar P/E multiple to Nvidia.
Nvidia is presented as a value stock trading at a P/E multiple comparable to Coca-Cola, despite its rapid growth, making it the creator's largest position.
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NVDAbuy opened Aug 27, 2026
-3.16%