#Aistockswhatnext
Nvidia is now only 17x forward earnings. The lowest valuation in 10 years. But FY2027 revenue is projected to grow by 90%.
Wall Street is actually getting even more confident. The average target is $324. Bernstein sets $400.
Why is it so cheap? Gross margin is down. Hyperscaler spending is being questioned. 92% of NVDA’s revenue from compute infrastructure is sold to the same buyers.
What’s interesting: other infrastructure players’ results are insane.
- Ciena: EPS up 215% YoY. Revenue up 37%. The stock even fell 10% due to supply concerns. Potential buy-the-dip.
- NetApp: Revenue up 30%. EPS up 66%. FY2027 guidance raised
So the question isn’t whether it’s a bubble or not. But which layer is still underpriced.
The infrastructure layer has already proven it can monetize. The application layer is still struggling.
If you want to play it safe: infrastructure enablers. At today’s valuation, NVDA, CIEN, and NTAP after earnings.
NVDA levels: support $200–210, resistance $240–250. If it breaks below $200, the story changes.
Are you still holding NVDA at the current price, or waiting for Q3 capex guidance?
👉 Click $NVDA to see the real-time chart, and comment your bias below
Not financial advice. Do your own research (DYOR).
Nvidia is now only 17x forward earnings. The lowest valuation in 10 years. But FY2027 revenue is projected to grow by 90%.
Wall Street is actually getting even more confident. The average target is $324. Bernstein sets $400.
Why is it so cheap? Gross margin is down. Hyperscaler spending is being questioned. 92% of NVDA’s revenue from compute infrastructure is sold to the same buyers.
What’s interesting: other infrastructure players’ results are insane.
- Ciena: EPS up 215% YoY. Revenue up 37%. The stock even fell 10% due to supply concerns. Potential buy-the-dip.
- NetApp: Revenue up 30%. EPS up 66%. FY2027 guidance raised
So the question isn’t whether it’s a bubble or not. But which layer is still underpriced.
The infrastructure layer has already proven it can monetize. The application layer is still struggling.
If you want to play it safe: infrastructure enablers. At today’s valuation, NVDA, CIEN, and NTAP after earnings.
NVDA levels: support $200–210, resistance $240–250. If it breaks below $200, the story changes.
Are you still holding NVDA at the current price, or waiting for Q3 capex guidance?
👉 Click $NVDA to see the real-time chart, and comment your bias below
Not financial advice. Do your own research (DYOR).