Iād pick B. šµ More AI infrastructure & R&D.
Nvidia is generating enormous cash flow, so the interesting question is where each additional dollar creates the most long-term value. Buybacks can support EPS, but continued investment in next-generation chips, networking, software and R&D could help Nvidia maintain its position as the AI market evolves.
The buyback is still interesting though ā especially after the recent $150B increase in its repurchase authorization.
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
Comments