Nvidia

NVDA

Semiconductors

Semiconductor company dominating GPU computing, AI infrastructure, and data center acceleration.

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10 articles about Nvidia

ValuationNVDA

Nvidia at 37x Earnings: The Multiple Looks Rich Until You Model the Cash

Trailing P/E is the wrong frame for a company generating $96.7 billion in free cash flow.

Apr 10, 2026

Deep DivesNVDA

Nvidia's Margin Reality Check: What the 2026 Numbers Actually Say

The gross profit compression from 75% to 71% is $8 billion in forgone earnings. At $4.3 trillion, the question is whether that is the floor or the beginning.

Apr 8, 2026

RiskNVDA

Nvidia's China Tariff Risk Is Dangerously Underpriced

At $4.3 trillion and 36x earnings, the market is pricing perfection — while tariff escalations threaten 17% of data centre revenue and the entire supply chain runs through Taiwan.

Apr 6, 2026

Market SignalsNVDA

Nvidia's PEG Ratio Is Screaming Buy and the Market Isn't Listening

At 0.72x PEG with revenue doubling year-on-year to $215.9 billion, Nvidia's forward multiple tells a radically different story from the trailing headline number.

Apr 5, 2026

ValuationNVDA

Nvidia's PE Debate Is the Wrong Question

The market is arguing about whether 35x trailing earnings is defensible. The more important question is what earnings look like in two years.

Apr 3, 2026

Capital AllocationNVDA

Nvidia's $97 Billion Free Cash Flow Machine: Why the Margin Compression Bears Are Reading the Data Backwards

Gross margins fell from 75% to 71% in FY2026. Free cash flow hit $97 billion. Those two facts belong in the same sentence.

Apr 1, 2026

Market SignalsNVDA

Nvidia in the Chip Selloff: Why the Fundamental Thesis Does Not Break

The sector is selling off. The business just posted $96.7 billion in free cash flow. These two facts are not as contradictory as they appear.

Mar 30, 2026

RiskNVDA

The Nvidia Bear Case: What Has to Go Wrong for the Bull Thesis to Break

Nvidia generated $120 billion in net income on $215.9 billion of revenue. The bull case is obvious. The bear case is about concentration, competition, and what happens when hyperscaler capex slows.

Mar 29, 2026

Deep DivesNVDA

Nvidia's Moat: How Deep Is It Really?

Revenue grew 8x in two years. Operating margins hit 60%. The question isn't whether Nvidia has a moat, it's whether that moat is durable.

Mar 28, 2026

Deep DivesNVDA

Nvidia's Revenue Explosion: What Five Years of Data Actually Show

Nvidia's financials have undergone a transformation with few precedents in semiconductor history. The numbers tell a story the narrative alone cannot capture.

Mar 28, 2026