I think people are overcomplicating $NVIDIA(NVDA)$ right now.
If you have a 1 to 2 year horizon, this range might look cheap in hindsight.
The business has not changed:
• Still printing strong revenue and margins
• Still the backbone of AI infrastructure
• Still seeing demand from hyperscalers and now energy backed AI projects
Yes, the PE looks high.
But most large tech is trading in a similar range right now. NVDA is not an outlier anymore.
The only real question is timing.
If you are trying to catch the perfect dip, you will probably miss it.
This stock does not wait around when sentiment flips.
My approach is simple:
• DCA into weakness
• Keep some cash in case of another pullback
• Do not go all in at once
Also worth noting, if you want something cheaper on a relative basis, $Oracle(ORCL)$ stands out right now. The valuation gap is hard to ignore.
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