
NASDAQ:NVDA
Well run. Wonderful growth company, but too rich. 40-50x earnings, 1% FCF yield. The most cutting-edge and complicated chips. AI arms race needs sophisticated chips, and this plays well for them. Big in data centres, gaming, and AI. Consider TSM instead with a more reasonable valuation, better diversified.
He took profits. They report on Feb. 22. Good that this stock rose above its 200-day moving average. It's getting caught up in the current AI crazy. Long-term this is good, but is trading at a high PE both current and forward at 20x-22x. Their chips are in gaming and data centres, which are good. Prefers other sectors from semis.