$NVDA trading at a lower multiple than $JPM and $XOM right now.
Let that sink in.
The AI chip king — literally powering every major AI buildout, data center expansion, and compute race on the planet — is cheaper on a relative basis than a bank and an oil company.
This is either the setup of the decade or the market is pricing in something dark. My bet? It's a gift. $NVDA has been consolidating, sentiment got washed out, and now you've got value guys accidentally stumbling into the most important semiconductor story of our generation.
If you believe the AI supercycle is real (and it is), this valuation gap is absurd. Watch for a technical break above recent resistance — that's your signal to load.
Let that sink in.
The AI chip king — literally powering every major AI buildout, data center expansion, and compute race on the planet — is cheaper on a relative basis than a bank and an oil company.
This is either the setup of the decade or the market is pricing in something dark. My bet? It's a gift. $NVDA has been consolidating, sentiment got washed out, and now you've got value guys accidentally stumbling into the most important semiconductor story of our generation.
If you believe the AI supercycle is real (and it is), this valuation gap is absurd. Watch for a technical break above recent resistance — that's your signal to load.