Motley Fool Rule Breakers first recommended Nvidia (NASDAQ: NVDA) at a split-adjusted price of $0.16 in April 2005. Our Breakers team recommended it again in 2009 at $0.39. Since then, we've made more than 30 investments and recommendations across The Motley Fool.
Very few public companies deserve to be held for 20+ years. And getting just a few of these right can transform the financial lives of Fools. Thank you, Nvidia.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Nvidia reported second-quarter earnings on Wednesday, and the stock is up 7% since. Revenue grew 106% year over year, the fourth straight quarter of acceleration. Nvidia also locked in hundreds of billions of dollars of memory and advanced packaging through 2032.
The valuation remains compelling: Nvidia is worth $5.5 trillion, but it also trades at a forward P/E ratio in the low 20s. That's well below market averages.
Management has developed a cash machine: Take just one of Amazon's (NASDAQ: AMZN) planned buildouts; it could require 2 million Nvidia chips! Nvidia's CFO Colette Kress expects the top five hyperscalers to spend nearly $800 billion on capital spending in 2026. In 2027? Over $1.3 trillion.
#NVIDIA
Very few public companies deserve to be held for 20+ years. And getting just a few of these right can transform the financial lives of Fools. Thank you, Nvidia.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Nvidia reported second-quarter earnings on Wednesday, and the stock is up 7% since. Revenue grew 106% year over year, the fourth straight quarter of acceleration. Nvidia also locked in hundreds of billions of dollars of memory and advanced packaging through 2032.
The valuation remains compelling: Nvidia is worth $5.5 trillion, but it also trades at a forward P/E ratio in the low 20s. That's well below market averages.
Management has developed a cash machine: Take just one of Amazon's (NASDAQ: AMZN) planned buildouts; it could require 2 million Nvidia chips! Nvidia's CFO Colette Kress expects the top five hyperscalers to spend nearly $800 billion on capital spending in 2026. In 2027? Over $1.3 trillion.
#NVIDIA
13 days ago
