NVIDIA Corporation
(NVDA)
NVIDIA's Second Leg: The Compute Selloff Overlooks the Networking Business
The market has taken the world’s most-owned stock and, inside two months, compressed it to roughly 22–24x consensus NTM / FY27 earnings — not clearly below the S&P 500, but strikingly close to a market multiple for a company whose revenue just grew 85% year over year — on a be...
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