Why NVDA has surged this summer

2021-08-27

Although NVIDIA NVDA won't be mentioned by any software analysts in their Rule of 40 calculations, I happen to believe that what supports a 20X price/sales valuation for this unique GPU chip maker is its heavy reliance on hardware + software stacks to make "massively parallel architectures" accessible and useful for corporations and scientific research institutions doing heavy data mining, modeling, and automation/AI development.

This is what institutional investors have finally recognized as NVDA has surged this summer and become a must-own in the FANGMAN suite.$NVIDIA Corp(NVDA)$$Facebook(FB)$ $Apple(AAPL)$ $Netflix(NFLX)$ $Alphabet(GOOG)$ $Microsoft(MSFT)$ $Amazon.com(AMZN)$

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