Source Post

Don't Get Fooled by the Nvidia Sell-Off (The Truth)

Future InvestingMar 15, 2026

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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Tickers discussed in this post

METANeutralLow ConvictionResearch Only

Meta plans to spend significantly on AI infrastructure, highlighting the broad demand for compute power that benefits Nvidia.

AAPLNeutralLow ConvictionResearch Only

Nvidia's revenue growth rate of 73.2% is 10x faster than Apple's current growth rate.

NVDABullishHigh ConvictionSignal-backedPrimary

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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Tracked calls opened from this post

NVDA
buy opened Mar 15, 2026
+23.62%