$NVIDIA Corp(NVDA)$
What I appreciate about NVDA is that its real valuation is not obfuscated by brand loyalty like TSLA and to a lesser extent AAPL. The AI hype cycle is winding down: they will move with the fundamentals and projected real spending on AI, not black magic. We're finally getting back to where the financial rubber meets the road with NVDA.
Just be aware that YoY changes for NVDA will not be as profound at this upcoming call, given their already spiking financials from 12 months ago. EPS in 2023 tripled between May and Aug reports, so the relative increase won't be as insane as we've seen. Fairly warned be thee, says I.
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