Source Post

NVIDIA Just Announced $150 BILLION… Now What?

Sep 29, 2026

The creator discusses NVIDIA's recent $150 billion stock buyback announcement, analyzing its implications for earnings per share and shareholder value. Despite the large buyback authorization, the creator emphasizes the need to look at the company's fundamentals, highlighting its strong revenue and net income growth driven by its data center business. The creator also analyzes NVIDIA's current valuation relative to its historical multiples and future growth prospects, presenting bullish and bearish scenarios with price targets. Finally, the creator outlines two options strategies they are considering for NVIDIA: selling cash-secured puts and a poor man's covered call.

Linked Mentions

Tickers discussed in this post

NVDABullishHigh ConvictionSignal-backedPrimary

NVIDIA's stock is trading at a forward P/E of 16.5x, which is historically low compared to its 15-year average of 30x, suggesting an attractive valuation given its strong growth prospects.

Linked Signals

Tracked calls opened from this post

NVDA
buy opened Sep 29, 2026
-4.08%