Justin Sullivan

The Nvidia Investment Thesis

Data by YCharts

Nvidia Corporation’s (NASDAQ:NVDA) rapid rise in 2023 has led some investors to the mistaken assumption that the company is vastly overvalued. I think if we take into account the quality of the company, its high barriers to entry, as well as its competitive advantages, which will translate into strong earnings growth this year, the notion of overvaluation is wrong.…

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