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CUDA

Nvidia at 16x Earnings: Bargain or Value Trap? (Pt.2)
NVIDIA

Nvidia at 16x Earnings: Bargain or Value Trap? (Pt.2)

Nvidia’s margins are safe for now. We look at who really profits from the AI chip shortage, why Nvidia is now guaranteeing its customers’ data centers, where it lags on optics, and why 2028–2029 is the real test for its prices.
19 min read 20 Oct 2026
Nvidia at 16x Earnings: Bargain or Value Trap? (Pt.1)
NVIDIA
18 min read 15 Oct 2026

Nvidia at 16x Earnings: Bargain or Value Trap? (Pt.1)

Is Nvidia at 16x earnings a bargain or a value trap? We look at how Nvidia’s GPU is turning into a TPU, why tile languages and AI-written code weaken CUDA, and why Broadcom is better placed to win as AI labs build their own chips.
Convequity MSU: NVIDIA - Dec 2023
NVDA
18 min read 06 Dec 2023

Convequity MSU: NVIDIA - Dec 2023

Summary * We kick-off the application of the Convequity MSU framework on NVDA. * We provide a very brief 12-point summary of our MSU framework application followed by detailed insights about NVDA, the AI chip landscape, and its competitors. * As this is a new type of report, there will be

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Where the silicon meets the spreadsheet.

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