
Nvidia Just Got 3 Game-Changing Updates
Seeking Alpha
公開日時: Aug 07, 2026, 01:15 AM GMT+9
Sentiment Analysis
I've been buying Nvidia Corporation regularly since 2022. My best article on NVDA for Seeking Alpha (from April 2025) brought roughly 125% return. Now, I'm even more bullish. Because NVDA has just received 3 great news items. Hyperscaler CapEx guidance just keeps on growing, even beyond 2026. And Vera Rubin's ramp hit record scale for NVDA. Partnership with SKHY and other South Korean players secures memory supply and gives more growth opportunities. And on top of all that, NVDA trades much lower than its peers. At just 24x forward P/E, NVDA is a very attractive buy ahead of the earnings release.
I've been bullish about Nvidia Corporation ( NVDA ) for a long time now. Despite strong returns, I still rate it a Strong Buy. I'm especially proud of my article from last April
I'm Cash Flow Venue and I've been investing for years trying to build my dividend portfolio. I like dividends doing the work for me, but I also have a separate growth portfolio.I'm an M&A Advisor, which means that I advise people and businesses on selling (but sometimes buying) their businesses.I usually work on some financial models, due dilligence, and negotiations. Oh, yes - and I have to attend too many meetings :) Wha'ts my industry focus? I invest in technology, real estate, software, finance, and consumer staples. I've spent years advising clients from these industries. That's why I pay the closest attention to these sectors when investing and writing.I started writing on Seeking Alpha to learn and share ideas. Dividend investing has played a big role in my financial journey. I believe it’s one of the simplest and most accessible ways to work toward financial freedom. By sharing what I learn, I hope to make the process feel less complicated for anyone building long-term wealth. In the end, the goal is simple: move closer to financial freedom through dividend investing.
Source: Seeking Alpha
個別の投資に関する推奨やアドバイスを提供することを意図しておりません。ここで述べられている意見や見解は、あくまでも各記事の個人的見解です。