$NVIDIA(NVDA)$ Nvidia maintain-To The Moon - Tiger Brokers Online Investing Community - To The Moon

Nvidia maintains its AI chip dominance, with robust and sustainable growth rates, while expanding opportunities beyond hyperscalers.

NVDA's Vera CPU presents a $20 billion annualized opportunity, but GPUs and integrated systems will continue driving the bulk of future growth.

Despite underperformance versus peers and market skepticism, NVDA trades at just above 20x forward earnings, with EPS CAGR projected above 40% for three years.

NVDA's broadening customer base, deep integration, and VC-style investments underpin a strong moat.

Nvidia Nearly Flat on Memory Sector Rout; Has It Lost the Top Market Cap Spot?

Nvidia edged up 0.25% Tuesday, posting notable relative strength as memory and chip stocks broadly sold off. Its HBM supplier SK Hynix delivered above-consensus profits but missed revenue targets, leaving the compute supply-demand outlook open to dual interpretation; meanwhile Apple surpassed Nvidia in market capitalization as capital rotated from high-beta AI hardware into defensive assets. As the sector sells off while the leader holds firm, is this divergence a sign of institutional conviction or a calm before a catch-up decline?

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