$NVDA$'s current NTM P/E trade

$NVDA$'s current NTM P/E trades at roughly a 10x discount to its 3-year median of 32x. Its premium vs. peers like $AVGO$, $AMD$, $MRVL$ is near historical lows.

Goldman's take: the market is still valuing NVIDIA as a semiconductor cyclical, not as an AI infrastructure platform. The multiple hasn't caught up to the story.

Can NVIDIA New High Last to Earnings?

Nvidia touched an all-time intraday high after sources confirmed CEO Jensen Huang will join Trump's delegation to China, fundamentally reshaping the market narrative that AI chip trade restrictions had yet to reach the negotiating table. If export controls formally enter U.S.-China high-level trade talks, Nvidia's geopolitical discount on China revenues could narrow. Yet the stock closed up just 0.6%, signaling persistent skepticism over whether talks will yield substantive progress. How much do you expect Huang's presence at the table to actually deliver?

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