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Based on the latest data (as of the end of October 2026), NVIDIA’s (NVDA) fundamentals remain strong, but its stock is caught in a clear short-term pullback amid a tug-of-war with macro sentiment. Compared with our last discussion in mid-September, both the share price and market cap have declined.

Share price and valuation: “cheap” amid the pullback

· Price and market cap: It closed at $204.64** on October 30, down **4.22%** for the day, with its total market cap falling to **$4.93 trillion. It has declined from around $222 in mid-September, mainly due to weaker sentiment across the sector.

Based on the latest data (as of the end of October 2026), NVIDIA's (NVDA) fundamentals remain strong, but its stock is in a clear short-term pullback amid a tug-of-war over macro sentiment. Compared with our last discussion in mid-September, both the share price and market cap have declined.

Share price and valuation: Looking “cheap” amid the pullback

· Price and market cap: It closed at $204.64** on October 30, down **4.22%** on the day, with its market cap falling to **$4.93 trillion. It is down from $222 in mid-September, mainly due to weakness in sector sentiment.
· Valuation bottoms out

Based on the latest data (as of the end of October 2026), NVIDIA (NVDA) fundamentals remain strong, but its stock is in a clear short-term pullback amid a tug-of-war over macro sentiment. Compared with our last conversation in mid-September, both the share price and market capitalization have declined.

Share price and valuation: Pullback makes it look “cheap”

· Price and market cap: It closed at **$204.64** on October 30, down **4.22%** on the day, with its market cap falling to **$4.93 trillion**. It is down from around $222 in mid-September, mainly due to sector sentiment.
· Valuation near

Based on the latest data (as of the end of October 2026), NVIDIA (NVDA) fundamentals remain strong, but the stock is in a clear short-term pullback amid a tug-of-war over macro sentiment. Compared with our last discussion in mid-September, both the share price and market capitalization have declined.

Share price and valuation: Looking “cheap” amid the pullback

· Price and market cap: Shares closed at **$204.64** on October 30, down **4.22%** on the day, with market capitalization falling to **$4.93 trillion**. The stock is down from $222 in mid-September, mainly due to weakness in sector sen

Based on the latest data (as of the end of October 2026), NVIDIA’s (NVDA) fundamentals remain strong, but its stock is in a clear short-term pullback amid a tug-of-war over macro sentiment. Compared with our last discussion in mid-September, both the share price and market cap have declined.

Share price and valuation: Looking “cheap” amid the pullback

· Price and market cap: It closed at $204.64** on October 30, down **4.22%** on the day, with its market cap falling to **$4.93 trillion. This is down from $222 in mid-September, mainly due to weaker sentiment across the sector.
· Valuation bot

Based on the latest data (as of the end of October 2026), NVIDIA (NVDA) fundamentals remain strong, but its stock is undergoing a clear short-term pullback amid a battle with macro sentiment. Compared with our last discussion in mid-September, both the share price and market cap have declined.

Share price and valuation: Looking “cheap” amid the pullback

· Price and market cap: Shares closed at **$204.64** on October 30, down **4.22%** on the day, with market cap falling to **$4.93 trillion**. The stock is down from around $222 in mid-September, mainly due to weakness in sector sentiment.
· V

Based on the latest data (as of the end of October 2026), NVIDIA (NVDA) fundamentals remain strong, but its stock is in a clear short-term pullback amid a tug-of-war over macro sentiment. Compared with our last discussion in mid-September, both the share price and market cap have declined.

Share price and valuation: Looking “cheap” amid the pullback

· Price and market cap: Closed at $204.64** on October 30, down **4.22%** on the day, with market cap falling to **$4.93 trillion. It is down from $222 in mid-September, mainly dragged lower by sector sentiment.
· Valuation at a low: Forward P/E

Given your previous focus on SK Hynix (an HBM supplier) and Micron (a competitor), NVIDIA (NVDA) is the ultimate buyer of these memory chips—it is the source of AI computing demand and the core driver of the entire industry chain.

Financial Performance: Staggering Scale, Growth Continues

· Latest quarter: Revenue of $81.62 billion (+85% year over year), with data centers contributing $75.2 billion and a gross margin as high as 75%.
· Full-year results: FY2026 revenue of $215.9 billion (+65%) and net profit of $120 billion, reflecting exceptionally strong earnings quality.
· Next-quarter guid

Given your previous focus on SK hynix (an HBM supplier) and Micron (a competitor), NVIDIA (NVDA) is the ultimate buyer of these memory chips—it is the source of AI computing demand and the core driver of the entire industry chain.

Financial Performance: Staggering Scale, Growth Remains Strong

· Latest quarter: Revenue of $81.62 billion (up 85% year over year), with data centers contributing $75.2 billion and a gross margin as high as 75%.
· Full-year results: FY2026 revenue of $215.9 billion (+65%), net profit of $120 billion, and exceptionally strong earnings quality.
· Next-quarter guidanc

Given your previous interest in SK Hynix (an HBM supplier) and Micron (a competitor), NVIDIA (NVDA) is the ultimate buyer of these memory chips—it is the source of AI computing demand and the core driver of the entire industry chain.

Financial Performance: Massive Scale, Growth Still Strong

· Latest quarter: Revenue of $81.62 billion (+85% YoY), with data centers contributing $75.2 billion and a gross margin as high as 75%.
· Full-year results: FY2026 revenue of $215.9 billion (+65%) and net income of $120 billion, reflecting exceptionally strong earnings quality.
· Next-quarter guidance: Re

Given your previous focus on SK Hynix (an HBM supplier) and Micron (a competitor), NVIDIA (NVDA) is the ultimate buyer of these memory chips—it is the source of AI computing demand and the key driver of the entire supply chain.

Financial Performance: Massive Scale, Growth Still Strong

· Latest quarter: Revenue of $81.62 billion (+85% year over year), with data centers contributing $75.2 billion and a gross margin as high as 75%.
· Full-year results: FY2026 revenue of $215.9 billion (+65%) and net income of $120 billion, reflecting exceptionally strong profitability.
· Next-quarter guidance:

Given your previous focus on SK hynix (an HBM supplier) and Micron (a competitor), NVIDIA (NVDA) is the ultimate buyer of these memory chips—it is the source of AI computing demand and the key driver of the entire industry chain.

Financial Performance: Massive Scale, Growth Undiminished

· Latest quarter: Revenue of $81.62 billion (+85% year over year), with data centers contributing $75.2 billion and gross margin reaching 75%.
· Full-year results: FY2026 revenue of $215.9 billion (+65%) and net income of $120 billion, reflecting exceptionally strong profitability.
· Next-quarter guidance: Re

Given your previous focus on SK Hynix (an HBM supplier) and Micron (a competitor), NVIDIA (NVDA) is the ultimate buyer of these memory chips—it is the source of demand for AI computing power and the core driver of the entire industry chain.

Financial Performance: Massive Scale, Growth Still Strong

· Latest quarter: Revenue of $81.62 billion (+85% year over year), with data centers contributing $75.2 billion and gross margin reaching 75%.
· Full-year results: FY2026 revenue of $215.9 billion (+65%) and net income of $120 billion, reflecting exceptionally strong earnings quality.
· Next-quarte

Given your previous focus on SK Hynix (an HBM supplier) and Micron (a competitor), NVIDIA (NVDA) is the ultimate buyer of these memory chips—it is the source of AI computing demand and the most important driver of the entire industry chain.

Financial performance: Massive scale, growth remains strong

· Latest quarter: Revenue of $81.62 billion (+85% year over year), with data centers contributing $75.2 billion and gross margin reaching 75%.
· Full-year results: FY2026 revenue of $215.9 billion (+65%) and net income of $120 billion, reflecting exceptionally strong profitability.
· Next-quarter

Given your previous focus on SK Hynix (an HBM supplier) and Micron (a competitor), NVIDIA (NVDA) is the ultimate buyer of these memory chips—it is the source of AI computing demand and the core driver of the entire supply chain.

Financial Performance: Massive Scale, Continued Growth

· Latest quarter: Revenue of $81.62 billion (+85% YoY), with data centers contributing $75.2 billion and gross margin reaching 75%.
· Full-year results: FY2026 revenue of $215.9 billion (+65%) and net income of $120 billion, reflecting exceptionally strong profitability.
· Next-quarter guidance: Midpoint revenue

Given your previous focus on SK Hynix (an HBM supplier) and Micron (a competitor), NVIDIA (NVDA) is the ultimate buyer of these memory chips—the source of AI computing demand and the core driver of the entire industry chain.

Financial Performance: Staggering Scale, Growth Remains Strong

· Latest quarter: Revenue of $81.62 billion (up 85% year over year), with data center contributing $75.2 billion and gross margin reaching 75%.
· Full-year results: FY2026 revenue of $215.9 billion (+65%) and net income of $120 billion, reflecting extremely strong profitability.
· Next-quarter guidance: Reven

Given your previous focus on SK Hynix (an HBM supplier) and Micron (a competitor), NVIDIA (NVDA) is the ultimate buyer of these memory chips—it is the source of AI computing demand and the core driver of the entire industry chain.

Financial Performance: Massive Scale, Growth Still Strong

· Latest quarter: Revenue of $81.62 billion (+85% year over year), with data centers contributing $75.2 billion and gross margin reaching 75%.
· Full-year results: FY2026 revenue of $215.9 billion (+65%) and net profit of $120 billion, reflecting exceptional earnings quality.
· Next-quarter guidance: Expecte

Given your previous focus on SK Hynix (an HBM supplier) and Micron (a competitor), NVIDIA (NVDA) is the ultimate buyer of these memory chips—it is the source of AI computing demand and the core driver of the entire industry chain.

Financial performance: staggering scale, growth remains strong

· Latest quarter: Revenue of $81.62 billion (+85% YoY), with data centers contributing $75.2 billion and a gross margin as high as 75%.
· Full-year results: FY2026 revenue of $215.9 billion (+65%), net income of $120 billion, with exceptionally strong earnings quality.
· Next-quarter guidance: Revenue m

Given your previous focus on SK Hynix (an HBM supplier) and Micron (a competitor), NVIDIA (NVDA) is the ultimate buyer of these memory chips—it is the source of AI computing demand and the core driver of the entire industry chain.

Financial Performance: Staggering Scale, Growth Remains Strong

· Latest quarter: Revenue of $81.62 billion (up 85% year over year), with data center contributing $75.2 billion and a gross margin as high as 75%.
· Full-year results: FY2026 revenue of $215.9 billion (up 65%) and net income of $120 billion, reflecting exceptionally strong earnings quality.
· Next-quar

Given your previous focus on SK Hynix (an HBM supplier) and Micron (a competitor), NVIDIA (NVDA) is the ultimate buyer of these memory chips—it is the source of AI computing demand and the core driver of the entire industry chain.

Financial Performance: Massive Scale, Growth Still Strong

· Latest quarter: Revenue of $81.62 billion (+85% year over year), with data centers contributing $75.2 billion and a gross margin as high as 75%.
· Full-year results: FY2026 revenue of $215.9 billion (+65%) and net income of $120 billion, demonstrating extremely strong earnings quality.
· Next-quarter guida