NVDA Valuation vs Growth Sustainability
"NVDA looks undervalued versus its own history and peer growth (PEG ~1.91) with CPU-on-rack/inference adoption a key path to justify a higher $320 target."
"NVDA looks fundamentally strong, but the key risk is that the valuation is pricing in extraordinary future growth—if demand/returns from AI capex don’t translate fast enough, the stock can be overpaying even if the long-term story remains intact."