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Strategies & Market Trends : Young and Older Folk Portfolio

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From: chowder12/24/2025 8:54:08 PM
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An interesting comment from an analyst.

Nvidia — the world's largest company by market cap — is currently operating in a "different galaxy," Arya said.

With Nvidia shares up over 40% year to date, Arya warned against comparing the AI leader to traditional chipmakers. While the average chip is priced at $2.40, an Nvidia graphics processing unit (GPU) sells for roughly $30,000.

And although some fear Nvidia's market cap has hit a ceiling, BofA pointed to free cash flow — projected to hit half a trillion dollars over the next three years — and a valuation that is "still incredibly cheap" when adjusted for growth.

Trading at roughly 0.6x its price-to-earnings growth (PEG) ratio, Nvidia looks like a bargain compared to the broader S&P 500 ( ^GSPC), which trades close to 2x.

"Valuation is in the eye of the beholder," Arya told reporters.
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I'll be buying more NVDA on Friday.

finance.yahoo.com
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