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 

Nvidia's record buyback shows a company confident in its future cash flows. Per a quoted post, Nvidia authorized a $150 billion buyback, the largest single increase in US corporate history, while Jensen Huang called the current cycle the largest infrastructure buildout in human history. x.com 

Nvidia's equity-investment book makes earnings vulnerable to an AI valuation downturn even if GPU sales hold up. Private and public stakes totaled about $99bn, or 31% of assets, in July; gains were $15.9bn in April and $7.8bn in July. Private holdings are marked on observable transactions or impairments, so losses could arrive in lumps. Nvidia generated about $127bn of free cash flow over four quarters, and the filing does not split private stakes by sector. x.com  x.com 

Nvidia looks interesting again because rising earnings estimates have not been reflected in its valuation. FY28 EPS estimates rose about 25% in 60 days while shares stayed roughly flat; it trades below 14 times FY28 earnings with a mid-single-digit free-cash-flow yield. Exponential change is hard to grasp, and it is hard to see Nvidia not winning if the US does, though there is little capital to absorb market wobbles. x.com  x.com 

Nvidia's expanded buyback signals confidence: if no one else buys the stock, Nvidia will. The board added $150 billion of authorization, bringing the remaining total to $235 billion, which Nvidia expects to complete by the end of fiscal 2028, more than 4% of its shares within about a year. The scale of the program reassures the market. x.com 

Nvidia's $150 billion buyback is immaterial and cannot provide a floor under the stock. Against a $5 trillion market cap it is about 3% over roughly two years, under 2% a year, whereas Apple's $100 billion buyback came when its market cap was about $900 billion. Stock-based compensation and the size of insider sales over the last year offset it further. Nvidia remains a remarkable company. x.com  x.com 

Nvidia can become the next Apple this decade: a buyback machine while still growing about 50%. Its board added $150 billion to the repurchase program, bringing the total authorization to $235 billion, expected to be executed through fiscal 2028. x.com 

NVIDIA's record buyback signals management sees the stock as undervalued and buying it as a good use of cash. It announced a new $150 billion authorization, bringing the total to $235 billion, with its market cap above $5.5 trillion. x.com 

Nvidia is priced for perfection, so even strong earnings could send it lower; it fell after each of its last four beats, including one of 5.7%. Demand is real, with $1 trillion of orders for 2026–27 against about $253 billion of trailing sales, so slowing growth isn't the worry; the worry is that no result can satisfy a perfect price. At $5.2 trillion it is the S&P 500's biggest piece, and options imply a roughly 5% swing, about $260 billion, on the ~$92 billion of expected sales. x.com 

Nvidia's stock is too cheap for Jensen Huang to ignore, which is why the company announced the largest stock buyback ever. x.com