ChipsSeeking Alphaabout 15 hours ago
Nvidia's Order Book Defies Peak Pricing Fears
1 min read
Nvidia is rated Overweight with a $305 price target and 50%+ upside as 15x forward P/E discounts growth durability. Networking revenue compounds faster than compute, and the full-stack system with CUDA reinforces the moat against custom ASICs. A new $80B buyback and 25x dividend increase enhance per-share value.
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