Meta plans to spend significantly on AI infrastructure, highlighting the broad demand for compute power that benefits Nvidia.
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Don't Get Fooled by the Nvidia Sell-Off (The Truth)
Despite a recent 13% sell-off, the creator remains a strong believer in Nvidia (NVDA), citing accelerating growth, strong analyst ratings, and impressive financial metrics like 73.2% revenue growth and 63% net income margins. The creator highlights Nvidia's conservative guidance, potential for exceeding $80 billion in revenue next quarter, and a forward PE of 19.4, deeming it "ridiculously cheap." The long-term AI build-out, supported by industry leaders like AMD, Meta, and Amazon, suggests continued demand for Nvidia's GPUs, with the creator personally holding 45-48% of their portfolio in NVDA.
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Nvidia's revenue growth rate of 73.2% is 10x faster than Apple's current growth rate.
The creator is a large believer in Nvidia (NVDA) despite a recent sell-off, citing accelerating growth, strong financials, and a cheap valuation.
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