Nvidia Is Not A Bubble, Here's Why (NASDAQ:NVDA)

Cash Flow Venue 4.08K Follower s Follow 5 Share Save Play ( 13min ) Comments (8) Summary Nvidia Corporation is not in an "AI bubble"; forward P/E multiples are reasonable compared to historical tech bubbles and sector peers. The dot-com bubble is not comparable due to much lower growth and earnings potential, reflected in the difference in valuation multiples. Expansion in open-source AI, strategic acquisitions, and a strong product roadmap—including Rubin in 2026—reinforce NVDA's leadership. Reopening access to the Chinese market and sustained high double-digit revenue growth underpin expectations for continued strong returns. As a result, investors may expect further double-digit returns - NVDA is a Strong Buy to me. BING-JHEN HONG/iStock Editorial via Getty Images As I said several times before, the first time I invested in Nvidia Corporation ( NVDA ) was in late 2022. Since then, NVDA has been one of my favorite businesses to follow and continue investing. Yes, I This article was written by Cash Flow Venue 4.08K Follower s Follow Welcome to Cash Flow Venue, where dividends do the heavy lifting! Blending my financial chops with the timeless wisdom of value investing (and love for steady income), I’ve built a rock-solid pillar in my financial foundation through dividend investing. I believe it’s one of the most accessible paths to achieving financial freedom, and I’m excited to share my insights with you. I’m a finance professional with deep experience in M&A and business valuation. What does that mean in practice? I’ve evaluated countless businesses and played key roles in sell-side and buy-side transactions, guiding clients through the complexities of buying and selling companies. In my day-to-day work, I dive into financial modelling, conduct commercial and financial due diligence to assess a company’s health, negotiate deal terms, and, of course, attend way too many meetings :) My focus spans sectors like tech, real estate, software, finance, and consumer staples - industries I’ve spent years advising and now invest in personally. Today, they make up the core of my portfolio and coverage on this platform. My motivation for writing on Seeking Alpha comes from a desire to not only deepen my own knowledge but also to share value with others who are on a similar path. Dividend investing has played a key role in my financial journey, and I believe it’s one of the most straightforward and accessible ways for anyone to work towards financial freedom. By sharing my insights and experiences, I hope to demystify the process, making it more approachable for those looking to build long-term wealth. Ultimately, my goal is to help facilitate OUR journey to financial freedom, learning and growing together as we navigate the world of dividend investing. Analyst’s Disclosure: I/we have a beneficial long position in the shares of NVDA, MU, AMD, MRVL, GOOG, META, AMZN, MSFT either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no...

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