Nvidia’s Valuation Ignores Growing Competitive Threats


  • Nvidia Corporation stock continues to outperform, defying the gravity of high valuation multiples.
  • Nvidia’s revenue growth rate is declining, and the company’s stock buybacks are at an all-time high.
  • Microsoft’s partnership with AMD highlights the competitive threat to Nvidia’s dominance in data centers.
  • Nvidia investors should note one important comment by a senior Microsoft executive.

Nvidia Holds Its GTC: Artificial Intelligence Conference

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Nvidia Corporation’s (NASDAQ:NVDA) stock price continues to defy gravity with stretched valuation multiples, but I remain on the sidelines due to three reasons that I discuss in this article: Slowing revenue growth, intensifying competition from Advanced

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