Nokia, NVIDIA and Supply Network AI Chips
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Despite Broadcom climbing 13% in the last week, its competitor Nvidia might be a more attractive option. Regularly assessing alternatives is fundamental to a solid investment strategy. Nvidia (NVDA) stock displays better revenue growth over significant periods,
Nvidia stock has been buoyant in recent days but it didn’t get a hoped-for boost from President Trump's meeting with Xi Jinping.
Nvidia Corporation is rated a Strong Buy as its AI dominance, $5T+ market cap, and strategic alliances drive sustained growth. Click for my NVDA stock update.
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Is Nvidia Stock Overvalued?
A big recent run-up in a stock's price does not necessarily mean the stock is "overvalued." A price-to-sales (P/S) ratio should not be used with respect to Nvidia stock because better valuation metrics are available since Nvidia has both earnings and positive cash flows.
Druckenmiller was quick to see the growth opportunities for Nvidia and Palantir. Valuation concerns ultimately led him to shed both stocks from his portfolio. This trillion-dollar company offers a more compelling value with multiple avenues for AI growth.
The chipmaker on Wednesday became the first publicly listed company to top $5 trillion in market value, boosted by demand for its AI chips.
CoreWeave (NASDAQ: CRWV) has been one of 2025's most successful IPOs, with the stock tripling over its launch price when it went public in late March. That's an impressive run, but CoreWeave is also more than 30% off its all-time high, making investors wonder if now is a good time to buy.