$NVIDIA Corp(NVDA)$closed the week at $547, up 11.6% from last week, vs $Invesco QQQ Trust-ETF(QQQ)$ up 3.2%.
At FY 2025 EPS est. of $19.88 the stock is trading at forward PE of 27.5.
Forward PE of some other stocks:
$Advanced Micro Devices(AMD)$ : 38
$Tesla Motors(TSLA)$ : 56
$Apple(AAPL)$ : 26
$Intel(INTC)$ : 25
Nvidia is still cheap in the metric given the projected growth rate of ~20% in FY 2026.
$NVIDIA Corp(NVDA)$ is at ~50% of $Microsoft(MSFT)$ & $Apple(AAPL)$, and 2x that of $Tesla Motors(TSLA)$ Long term, I think $NVIDIA Corp(NVDA)$ could become the most valuable company on Earth.
If $Tesla Motors(TSLA)$ can deliver FSD/Optimus, Tesla will overtake Nvidia for the first spot.
However, $Apple(AAPL)$ and $Microsoft(MSFT)$ deserve to be the current top two, no doubt about it.
$Alphabet(GOOG)$ could have been much more valuable if they could turn the LLM war around, where Gemini outperforms OpenAI's ChatGPT.
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