Nvidia re-rate thesis: stock to rise if 2027 maintains 40-50% growth
firstadopter · x · 2026-08-28
Looking back at a May appearance on TBPN, the author recalls stating that the market priced in Nvidia's growth stopping soon. The thesis was that once visibility emerged for 2027 growth remaining at 40% or 50%+, the stock would re-rate higher, a scenario now playing out.
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