“Nvidia's valuation at 22 times forward is pricing in zero AI growth, making it a compelling buy with additional upside from China market opening.”
Why he says it — point by point
FAVORABLE & AGAINST · BOTH KEPTWhy
This stock trading at just 22 times forward.
even Nvidia after the move is trading its cheapest valuation since the pre-AI boom.
these stocks are trading at valuations that are pricing in no growth, no nothing from AI.
this is China opening the door just a little bit to Nvidia.
The structured call
The receipt
Publish-day price $$210.96 · the claim is anchored to the moment it was said.