Nvidia: The $31 Billion Footnote Nobody's Talking About
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Rick Orford3.56K FollowersFollow5ShareSavePlay(11min)CommentsSummaryNvidia Corporation remains a Strong Buy, trading at a relative discount despite robust growth and sector-leading fundamentals.Networking, now a $31B annual business within Data Center, is growing at triple-digit rates and expanding NVDA’s competitive moat.Gross margin risk is present due to Blackwell ramp and high HBM costs, but historical cycles suggest margin recovery as production scales.With AI spending surging and NVDA’s order book strong, the current valuation disconnect offers an attractive entry for long-term investors. Robert Way/iStock Editorial via Getty Images For the last few years, Nvidia Corporation (NVDA) has been on investors' radars for the same reasons: record-breaking quarters. Well, I get it. The numbers are very hard to ignore. In this piece, IThis article was written byRick Orford3.56K FollowersFollowRick is a Wall Street Journal best-selling author with over 20 years of experience trading stocks and options. The most authoritative publications, including Good Morning America, Washington Post, Yahoo Finance, MSN, Business Insider, NBC, FOX, CBS, and ABC News, cover his work. His passion is business, and he works tirelessly to deliver content in an easy-to-understand manner. In 2018, Rick wrote The Financially Independent Millennial to inspire his readers with his story about becoming financially independent at age 35 despite not learning about money when he was younger. His books are easy to read and often refer to key points that “He would tell his younger self.” When not thinking about business, Rick writes (mainly about cruise ship travel) for his travel blog and is an enthusiast of fast cars, technology, & cooking.Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. I have an indirect beneficial long position in NVDA through a fund.Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.