Mark Roussin, CPAANALYSTJul 30, 2026“Nvidia is the easiest buy on the market — hyperscaler demand is absorbing supply, with 88% growth and pricing power at a 15x forward multiple.”
Why he says it — point by point
FAVORABLE & AGAINST · BOTH KEPTWhy
Every single hyperscaler, which is a core component of Nvidia's customer base, it's not like they're going out to 500 customers. No, the hyperscalers are building up or are buying up most of Nvidia's chips right now.
when you look at Nvidia, this is still a company offering 88% growth this year. 43% which I actually think's on the low side of things because they're again they're already going to be sold out of all of their chips. You're paying 15 times.
This is a company growing at 88% 44% which I think will be closer to being above 50% when it's all said and done in terms of the pricing power this company has in terms of how powerful and how uh uh and better their chips are overall.
The structured call
The receipt
Publish-day price $$190.01 · the claim is anchored to the moment it was said.