NVIDIA's 971% Gain from Multiple Expansion, GM Dominates with EVs & Buybacks

Travis Hoium
2025-01-29

1. $NVIDIA(NVDA)$

971% of NVIDIA's gains over the past decade has been from multiple expansion.

Margin compression alone could cause a ~90% drop in the stock. Something to think about.

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2. $General Motors(GM)$

GM crushing the competition in the auto business right now. EVs and SUVs all growing and buybacks at a 5 P/E fueling EPS growth.

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The stock market thinks short-term. Your biggest advantage is thinking long-term.

The current stock market hates positive FCF companies that are using cash to back stock at low P/E multiples.

You can guess where I'm finding opportunities.

Tech Stocks 1999: This time is different.

2000: It wasn't different.

Housing 2007: This time is different.

2008: It wasn't different.

3D Printing 2013: This time is different.

2015: Nope

Saas 2021: This time is different.

2022: Nope

AI in 2024: This time is different.

2025:?????????????

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.

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