Quick Read – NVDA posted $81.6B in quarterly revenue, up 85% YoY, yet trades at a forward P/E of just 22 with a PEG of 0.59. – NVIDIA’s record $91B Q2 guide was built with China revenue fully excluded, proving global demand alone is setting new records. – NVIDIA raised its…
arterly dividend from $0.01 to $0.25 and authorized $80B in fresh buybacks, returning $20B to shareholders in one quarter. – I keep buying NVIDIA (NASDAQ:NVDA), and the receipts make it hard to stop. Every paycheck, every dip, every quarter that prints another set of numbers most companies will never see, I add
This is the position I size up when I should be diversifying away from it, and I want to explain why with the data. The core of my thesis is simple. Nvidia sells the picks and shovels for what Jensen Huang calls “the largest infrastructure expansion in human history”, and the buyers are the richest companies on earth.
OpenAI committed to at least 10 gigawatts of NVIDIA systems. Meta signed up for millions of Blackwell and Rubin GPUs. CoreWeave is building 5+ gigawatts of AI factories by 2030.