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Summary
- NVIDIA’s AI-driven growth is surging, with sales hitting a $150 billion annual run rate despite supply constraints and production delays with new Blackwell GPUs.
- The company is reporting unsustainable margins that will normalize over the long term; however, current momentum suggests further upside over the next 1 to 2 years.
- The stock should have more upside based on the cheap valuation compared to growth rates with the stock only trading at 31x FY26 EPS targets.
- Looking for more investing ideas like this one? Get them exclusively at Out Fox The Street. Learn More »
The world continues to charge into AI data center demand that NVIDIA Corporation (NASDAQ:NVDA) (NEOE:NVDA:CA) has easily hurdled a couple of apparent hiccups with their new Blackwell GPUs. The chip company will face major. Stone Fox Capital (aka Mark Holder) is a CPA with degrees in Accounting and Finance. He is also Series 65 licensed and has 30 years of investing experience, including 10 years as a portfolio manager.
Mark leads the investing group Out Fox The Street where he shares stock picks and deep research to help readers uncover potential multibaggers while managing portfolio risk via diversification. Features include various model portfolios, stock picks with identifiable catalysts, daily updates, real-time alerts, and access to community chat and direct chat with Mark for questions. Learn more.
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