"There was this great comment on my efficient market hypothesis video. How Nvidia is perhaps the best value investment out there because if the growth targets are reached, we'll have a PE ratio of seven in 2030 and that is absolutely correct. Plus, if they keep on growing 40% per year, the P ratio in 2030 will not be seven, will be at least 30, which is equal to the S&P 500, which means Nvidia offers a 4x potential."
The speaker highlights Nvidia's potential as a value investment, projecting a PE ratio of seven in 2030 if the company sustains 40% annual growth. This scenario implies a significant upside of 4x on the current valuation, supported by detailed growth and valuation metrics. While risks and potential rate declines were noted, the overall trade idea emphasizes Nvidia's dominant market position and growth catalysts as compelling investment drivers.
NVDA Just a 4X, TSLA a 6X!!!!
Value Investing with Sven Carlin, Ph.D.
October 28, 2025
Stock Idea