Ivana DelevskaNVIDIA CorporationNVDAWEAK BUYJul 02, 2026

Their growth is ginormous and people can't understand how much it will grow. The stock has been getting cheaper as it consolidates. Let's see if it breaks the ceiling of $230, and then it's off to the races. Spacex is pushing all of its chips with NVDA--a huge customer.

It reports in 14 days. 96% of analysts have a buy rating with a $303 price target. Earnings growth is 114%, free cash flow will be $47 billion, and the revenue growth guide will be $100 billion next quarter.

It's in the midst of a breakout.

After Musk said that Spacex's massive capex is going all in on Nvidia, you must own Nvidia or you're missing the boat.

He bought more at $218 to own for a long time. He expects a great report (in 2 weeks) and a big move up before that. They are the OG. They make more and more money everyday, but don't see the love in the share price.

She just bought it now for its cheap valuation at 18x. It's cheaper than Colgate or Hershey which has 3% organic growth, while Nvidia has posted 85% total revenue growth. Look at their backlog and customer base. Gross margins are around 75%. Free cash flow will double next year.

He added shares. It's in its maturity process, like Apple in the past. He considers his a long-term investment. They're buying back $80 billion in shares and pay a 0.5% dividend. They attain nearly $100 billion of revenue per quarter. Is a good time to buy.

Doesn't think it will reach $210 unless it radically expands its share buyback.

Blackwell continues to outpace; demand is unbelievable and are now approaching $100 billion per quarter.

Full stack AI infrastructure platform can minimize competition. Not just the commoditized chip, but in systems, networking, and software. It's an enterprise technology ecosystem. Backbone of the AI buildout. Clear beneficiary of global infrastructure expansion.

Hyperscalers are potentially spending ~$1T USD next year, by 2030 it could be $4T. Will be a beneficiary. Still sees over 50% earnings growth rate over next few years. Inexpensive at well under 1x PEG and 24x PE. Bouncing off 200-day MA right now. Yield is 0.50%.

Likes it at these levels. Blackwell chip remains the solution for Gen AI workloads. New Rubin platform will keep it in the lead for years to come. Market's concerned that this is as good as it gets -- revenues decelerate, margins decline, market matures, new competitors enter. How long can you possibly maintain 55% net margins? 

Still, street remains bullish with a $300 price target.

The de facto place to go to take advantage of the AI revolution. Whether this continues is a very difficult question. Competition is starting to creep up, but remains to be seen whether they can do anything of scale. He'd be surprised if NVDA's economics are the same 5 years from now.

Be careful, as you're betting on fund flow dynamics around AI. Investors might consider it time to move to the next layer of investments that can benefit from AI (and are more predictable than chip economics several years from now).

He just bought more on this dip. The valuation is lower, cheaper. Strong revenues and cash flow and share buy backs. It's only the second time he's been able to add to it. Is comfortable buying below $200. Is an investment, not a trade. Demand continues to outpace supply, and the Blackwell is ramping up faster than any product in history.

They've been in the sweet spot of semis. They will continue to benefit from the capex spend by the hyperscalers. But others can compete better like AMD. NVDA's lead protects them, though. Smart CEO. NVDA will be volatile.