Jonah Lupton
@JonahLupton
CEO/CIO at @LuptonCapital and @FirstWaveFund, long-biased hedge fund, focused on undervalued growth stocks that can triple within 3 years, we love big catalysts
加入 April 2008
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$NVDA pushing through some technical resistance levels and clearing the volume shelf... next stop is $236
Very glad the $NVDA bears are having a bad day :)
Raymond James raising their $NVDA price target to $515 which implies $12.4T market cap… which is approx 30x FY2028 EPS (using my estimate; with some easy math)… tbh, that might be the appropriate multiple for $NVDA at 90% revenue growth with 55% net income margins… knowing that growth will eventually slowdown “someday” but we don’t know when.
$NVDA is clearly mispriced at 12x FY2028 EPS… especially after the commentary and guidance from @JensenHuang and team.
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