Nvidia: Steady Outperformance Amid Maturing Growth

3 months ago

"Nvidia this morning became the first $5 trillion company. And there's a saying in markets that say you got to always follow the money. A lot of people that have been calling Nvidia an overhyped hype bubble simply haven't followed the money. Using the same metrics from 2023, in 2025 at current prices at all-time highs, Nvidia still looks like a buy. Expect more maturing and steadying out but still nice outperformance when compared to the overall market."

The speaker provides a stock-specific commentary on Nvidia, noting its historic milestone and reinforcing that despite maturing growth, Nvidia remains a buy based on fundamental metrics.

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