NVIDIA Corporation (NVDA): A Bull Case Theory

We came across a bullish thesis on NVIDIA Corporation on VantagePointAI’s Substack. In this article, we will summarize the bulls’ thesis on NVDA. NVIDIA Corporation's share was trading at $173.00 as of July 17^th. NVDA’s trailing and forward P/E were 55.81 and 38.76 respectively according to Yahoo Finance.

NVIDIA ($NVDA), now the world’s most valuable company at a $4.1 trillion market cap, has evolved from a niche graphics card maker into the cornerstone of the AI economy. Its dominance stems from years of R&D, a commanding lead in GPU computing, and the CUDA ecosystem, which...