NVIDIA Corporation (NVDA): A Bull Case Theory

We came across a bullish thesis on NVIDIA Corporation on Compounding Your Wealth’s Substack by Sergey. In this article, we will summarize the bulls’ thesis on NVDA. NVIDIA Corporation’s share was trading at $170.78 as of September 2nd. NVDA’s trailing and forward P/E were 48.66 and 38.02 respectively according to Yahoo Finance.

NVIDIA delivered another record quarter with revenue of $46.7 billion, up 56% year over year and 6% sequentially, beating...