Nick Mersch, CFANVIDIA CorporationNVDAHOLDAug 20, 2026

The report next week is expected to be good, including $92 billion expected revenue or a 97% increase over the year. Insane. And it sells a near-market PE.

He added more Nvidia because he was underweight it, trades at 20x PE forward at 100% earnings growth, and the 200-day moving average looks great. It typically runs up before earnings.

He bought it last week, because it was doing nothing, lagging the semis. He's undecided if he will be there for the quarter. They always report great quarters and raise guidance, but then shares trade down afterwards. 

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%.