PamelaOng
10-21
$NVIDIA(NVDA)$ Bottom line: NVIDIA is a fundamentally exceptional business — ~106% YoY revenue growth, 75% gross margin, 112% ROE — trading at a below-history forward multiple of ~23x FY2027E EPS. The tension is that the stock has de-rated sharply even as estimates rose, because the market is now questioning the sustainability of AI capex rather than the current quarter. The next decisive data point is the Q3 FY2027 report (late November 2026).
NVDA
10-21 06:04
USNVIDIA
SidePrice | FilledRealized P&L
Buy
Open
217.24
0
-2.81%
Holding
NVIDIA
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