Nvidia's rising revenue alongside a much lower P/E is getting hard to ignore. Its chart shows quarterly revenue above $80 billion in Q2 2026 while the P/E is around 30x, down from much higher multiples in prior years. x.com 

Qnity Electronics is a picks-and-shovels way to invest in AI without picking which chipmaker wins, because it supplies the materials chipmakers consume throughout manufacturing. Its photoresists, CMP pads and slurries, packaging and thermal materials, Kapton films and specialty chemicals are consumables replenished as wafers move through fabs, creating recurring demand across a diversified customer base. Risks include chip spending cycles, intense competition and geopolitical exposure in Asia. … Show more

Broadcom's custom AI chips and networking could drive earnings beyond what its valuation implies over 2-3 years. It is the favorite semiconductor opportunity now, preferred over NVIDIA without replacing it. AI semiconductor revenue is projected at about $58B in FY2026, $115B in FY2027 and potentially $230B in FY2028. At about 17x FY2027 consensus adjusted earnings, risk/reward is compelling if growth materializes; customer commitments add visibility, but delays and financing remain risks. x.com  … Show more

Semiconductors could capture scarce spot compute's value if its forward curve holds. Compute trades in deep contango, while chip stocks price in little of that value; near-term moves are unpredictable. That makes the sector very bullish. The earlier lab-funding risk looks less acute: Anthropic should hold nearly $200B cash after its IPO and is operating-cash-flow profitable. Even with 2029 capex cuts, chips look cheap if future buyers do not default. x.com  x.com  x.com  x.com  x.com 

Nvidia's demand continues to accelerate well beyond Street expectations, delivering another robust, eye-popping quarter. The print and guidance are hugely important, with ripple effects across the tech world. x.com 

Nvidia's $108B Q3 revenue guidance confirms the AI cycle is scaling faster than any technology cycle before it. After a record $96.2B last quarter, it is on pace for over $200B of revenue across six months, and balance sheets looked nothing like this during the dot-com bubble. x.com 

Nvidia is the most attractive AI stock on a risk-first view, not for the highest upside but for the simplicity, quality and certainty of its business model. Its upside-to-downside asymmetry isn't high, but quality and safety are much higher, which matters in cyclical semiconductors where optimistic bull cases mislead and the bear case decides an investment's quality. Since that call Nvidia has stayed roughly flat while many other AI stocks fell significantly. x.com 

Nvidia trades at its lowest forward multiple since before the AI era while revenue grows 65% with nearly 90% more guided, the opposite of a bubble. A bubble is hope priced ahead of reality; here earnings are running ahead of the price, with multiples compressing as income statements explode. Per @wliang, Nvidia's forward P/E is about 23x, the lowest since 2019, on revenue up 65% to $216B, below the average chip stock's multiple. x.com 

NVIDIA keeps growing faster even as the market expects its growth to stop soon. Revenue rose 106% and net income 126%, its fourth consecutive quarter of acceleration, unprecedented for a company of its size. It also returned $26 billion to shareholders in the quarter while making strategic investments. x.com  x.com  x.com 

Nvidia's numbers are still underappreciated, giving a really good risk/reward at 18-19x forward earnings. Revenue rose 106% to $96.2B, data center 117% to $89B, with 75% gross margin and $108B next-quarter guidance excluding China. Nvidia now sells the whole AI factory, GPUs, CPUs, networking, systems and software, capturing more of the stack each generation. The valuation already prices a spending slowdown, the familiar bear case alongside hyperscaler in-house chips. x.com  x.com