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 a degree of iteration as we strive to make the MSU framework maximally useful for investors.
In general, compared to U, M and S are more optimistic about NVDA's market leadership, growth potential, and pro
