Babyfolio(@babyfolio):The next name on my list is $NVDA. It may be the most famous stock in the market, yet many investors still ignore it because they assume the opportunity has already passed. The bear case is familiar: AI spending eventually slows and hyperscalers develop their own chips. Let’s look at the numbers: • Revenue: $96.2B, up 106% YoY • Data Center revenue: $89B, up 117% YoY • Operating income: Up 124% YoY • Gross margin: 75% • Next-quarter revenue guidance: $108B, with zero China revenue included NVIDIA now sells the entire AI factory: GPUs, CPUs, networking, systems and software. Every new generation allows it to capture more of the infrastructure stack. Despite that growth, $NVDA trades at 18-19x forward P/E. The company is widely known, but its numbers are still underappreciated. At this growth rate and valuation, I think the market is already pricing in slowdown in spending. That is why $NVDA is my third great R/R pick.

2026.09.15 20:42

The next name on my list is $NVDA. It may be the most famous stock in the market, yet many investors still ignore it because they assume the opportunity has already passed. The bear case is familiar: AI spending eventually slows and hyperscalers develop their own chips. Let’s look at the numbers: • Revenue: $96.2B, up 106% YoY • Data Center revenue: $89B, up 117% YoY • Operating income: Up 124% YoY • Gross margin: 75% • Next-quarter revenue guidance: $108B, with zero China revenue included NVIDIA now sells the entire AI factory: GPUs, CPUs, networking, systems and software. Every new generation allows it to capture more of the infrastructure stack. Despite that growth, $NVDA trades at 18-19x forward P/E. The company is widely known, but its numbers are still underappreciated. At this growth rate and valuation, I think the market is already pricing in slowdown in spending. That is why $NVDA is my third great R/R pick.

Babyfolio@babyfolio

2026.09.14 22:41

The next name on my list is $META, and the main reason is Muse. Meta just launched Muse, a personal AI agent with its own secure virtual computer and browser. It can manage emails, make reservations, complete purchases and handles tasks with multiple steps. It remembers your goals, suggests what to do next and keeps working after you close the app. Early feedback on the App Store has been strong. Muse has a 4.9/5 rating from around 3,400 US App Store ratings with users describing it as fast, efficient and surprisingly useful. This is the clearest look yet at what Meta's massive AI spending is producing. Meta expects $130B to $145B in capex this year, and providing every Muse user with a secure cloud computer will be expensive. Even with that spending, $META trades at roughly 20x forward earnings. The opportunity in my eyes is huge. Muse is free for most uses, with paid subscriptions for heavier users. It can also complete purchases through Stripe's Link, potentially placing Meta between user intent and the transaction. Meta already owns one of the world’s strongest advertising businesses. Muse could become an entirely new growth engine alongside it. I really believe that with their distribution, they can be one of the biggest AI application layer winners. That is why $META is my second great R/R pick.

200

커뮤니티로 전달