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$NVDA TRADING AT 18.7X P/E โ HALF ITS 10-YEAR AVERAGE WITH ROBUST MOAT ๐ฅ
Bank of America highlights that market fears over HBM costs and ASIC competition are overblown. Nvidia's $119B supply chain commitment and Rubin AI platform are expected to maintain gross margins around 75%. The current valuation is near an 11-year low with earnings catalyst approaching in August.
This setup suggests pessimism is already priced in while fundamentals remain strong. Will the market re-rate Nvidia once Rubin details emerge?
Not financial advice. Always manage your risk.
#NVDA #ValuePlay #TechAnalysis #EarningsSetup #Moat
๐ฅ
Bank of America highlights that market fears over HBM costs and ASIC competition are overblown. Nvidia's $119B supply chain commitment and Rubin AI platform are expected to maintain gross margins around 75%. The current valuation is near an 11-year low with earnings catalyst approaching in August.
This setup suggests pessimism is already priced in while fundamentals remain strong. Will the market re-rate Nvidia once Rubin details emerge?
Not financial advice. Always manage your risk.
#NVDA #ValuePlay #TechAnalysis #EarningsSetup #Moat
๐ฅ
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