Nasdaq NVDA Nvidia

Key PointsNvidia is the flag bearer for generative AI, which is still in the early innings.

Key PointsWhile most of Nvidia's revenue hails from the U.S. and Europe, the Chinese market represents an estimated $50 billion opportunity.

Key PointsNvidia is currently the world's most valuable publicly traded company.

Below is Validea's guru fundamental report for NVIDIA CORP (NVDA). Of the 22 guru strategies we follow, NVDA rates highest using our Twin Momentum Investor model based on the published strategy of Dashan Huang. This momentum model looks for a combination of fundamental momentum

Key PointsThe "Magnificent Seven" is a collection of companies operating at the forefront of growth industries like AI.

Key PointsNvidia has the majority share of the lucrative GPU market.

Key PointsDomestic AI hyperscalers are increasing their data center capital expenditure plans.

Key PointsNow the largest stock in the world by market cap, Nvidia has gone on several epic runs.

Key PointsPresident Trump agreed to let Nvidia sell downgraded Hopper GPUs in China for a 15% revenue cut, and he is open to a similar arrangement with Blackwell GPUs.

Key PointsNvidia is now the most valuable publicly traded company in the world, and all signs point to another great earnings report this month.

Key PointsNvidia and Taiwan Semiconductor are slated to profit from the huge AI computing power buildout.

Key PointsApple’s U.S. manufacturing investment could lower its tariff expense.

Key PointsBuying stocks at all-time highs goes against the instinct to get a good value.

Key PointsSome of the legacy tech giants are participating in quantum computing.

Key PointsNvidia and Broadcom are AI infrastructure leaders.

Key PointsAlphabet has multiple ways to profit from AI and has achieved two key quantum computing milestones.

Key PointsSoundHound AI stock is generating blistering revenue growth right now, as some of the world's biggest brands adopt its conversational artificial intelligence software.

Key PointsI'm a long-term buy-and-hold investor, and my portfolio is filled with dozens of growth stocks.

Key PointsThe "Ten Titans" offer a more comprehensive list of top growth stocks than the "Magnificent Seven."

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