Nvidia: Now The Second-Cheapest Stock In The Mag 7

Summary

• NVIDIA delivered a record-breaking Q3, posting 62.5% YoY revenue growth and guiding for even stronger Q4 results.
• NVDA's valuation is compelling, trading below 20x 2027 earnings, making it one of the cheapest stocks in the Magnificent 7 despite exceptional growth.
• Hyperscalers like MSFT, META, GOOGL, and AMZN are fueling NVDA's growth with massive, profitable CapEx investments, debunking the AI bubble narrative.
• The company is evolving into the core infrastructure provider for the AI era, with expanding hardware, networking, and software offerings driving future high-margin growth.