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NVIDIA (Nvda) remains as dominant as ever, says a longtime bull.
“No one can compete with Nvidia,” said the founder and president of Navellier & Associates, Louis Navellier on Yahoo Finance Opening offer Podcast (see the video above or listen to below). “They have a monopoly on generative AI fleas.”
His business has around $ 1 billion in assets under management.
Navellier originally bought Nvidia’s shares in May 2019 and has been held since. Its optimization comes in part from the main technology of the company’s fleas, but also from the impressive management of founder Jensen Huang.
“You should hold Nvidia until the end of the decade,” added Navellier.
The street sticks to Nvidia in its market movement Report on results after the closing of the trade on Wednesday, February 26.
Despite Deepseek based in China Rock the thesis of AI super increased earlier this yearWall Street still sees Nvidia taking advantage of the global construction of IA infrastructure. Aggressive capital expenditure hypotheses 2025 by hyperscalers like Amazon (Amzn) and meta (Meta) Shared during this season results highlights the point.
“In the coming decades, investment [in artificial intelligence] occurs ” Told me about the obligation.
However, that does not mean that there are no signs of prudence NVIDIA winning report.
Finance data Yahoo shows NVIDIA’s trend of action (BPA) has slightly derived the decline in the last 30 days. The street has also not increased its EPS 2025 estimates on NVIDIA for more than 60 days.
NVIDIA is also among the AI ​​actions at a lower cost right now.
On a multiple remuneration price basis (PE), Finance data Yahoo shows Nvidia is negotiating the profits in the long term. Broadcom (Avo) and Marvell technology (MRVL) are evaluated at 35 times and 41 times, respectively. Arm holdings (ARM) Blister at 72 times.
But the Nvidia bulls continue to be unwavering.
Listen: What Bill Gates thinks of Nvidia
“We expect another robust performance and” Clear Beat and Ruping Special “this week of Nvidia which should calm the nerves of investors while Jensen Huang exhibits massive analyst demand engines Dan Ives wrote in a customer note on Monday.
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