Why NVIDIA Is Not Yet In Its Hype Cycle (Archive)
NVIDIA is growing in multiples, margins are soaring, and valuations still avoid true hype.
This 5-Minute Pitch was originally published on Seeking Alpha before the launch of the Hunting Alphas website. It is shared here to showcase my previous work and track record. New 5-Minute Pitches published on this site will not be disseminated anywhere else.
Elevator Pitch
- Given some recent events, I see many investors get cautious about NVIDIA as some public signs of a bubble emerge.
- But looking at the growth and margin numbers and the valuation ranges that have historically coincided with unsustainable euphoric hype rallies, I believe there is upside in NVIDIA yet.
- Some analysts have compared NVIDIA to Cisco in 2000. Based on the fundamentals and valuations, I discuss why I believe NVIDIA is not the 2020's Cisco (at least for now).
Read the full article here.
Disclosures and Disclaimers
Past performance ≠ future results. Not investment advice. See full Disclaimer.
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