The Fastest Grower In The Bargain Bin: NVDA
NVIDIA's stock at $195.55 is 17% below its 52-week high despite revenue growth of 70.7% over the trailing twelve months and 85.2% in the latest quarter. The company's Data Center segment revenue surged 92% year over year to $75 billion, driven by AI infrastructure demand. NVIDIA also announced a new VeraCPU targeting a $200 billion CPU market, challenging the perception of being a one-trick pony.
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NVIDIA’s valuation gap reflects not growth skepticism but execution risk: the $195 price embeds a future where AI capex slows, hyperscalers consolidate suppliers, or the VeraCPU stalls against Arm/x86 incumbents. Yet the 92% DC revenue jump is real—until rivals (AMD, Google TPU, or in-house solutions) claw back share, NVIDIA’s moat widens.