Nvidia: Why 2026 Could Be A Game Changer

Millennial Dividends8.93K FollowersFollow5ShareSavePlay(13min)Comment(1)SummaryNvidia Corporation stands as the prime beneficiary of accelerating AI infrastructure spending, with unmatched market share and technological leadership.NVDA's EPS is projected to grow 71% in FY27, with revenue guided to $78B for Q1 and gross margins holding at 75%.The Vera Rubin chip launch in H2 2026 is expected to drive the next growth phase, as major cloud providers commit to early adoption.NVDA trades at a 33x blended P/E, below its 15-year average, presenting an attractive entry point given robust fundamentals and forward growth.

Getty Images It's official. Nvidia Corporation (NVDA) is by far the best investment bet I've ever made, at least in % terms. Buying NVDA stock for the first time in 2023 and then adding shares during pullbacks worked like a magic.This article was written byMillennial Dividends8.93K FollowersFollowI’m a Financial Analyst at a Fortune 500 company, investing with a long runway—30 years to retirement and plenty of compounding ahead. I write about building a thoughtful portfolio that balances strong growth potential with solid fundamentals. My focus is on high-quality businesses, mostly in the U.S. and Europe—companies with staying power, industry-leading profitability, low leverage, and room to grow. I’m especially interested in portfolio strategy, capital allocation, and what makes a business truly worth holding for the long haul. Investing, for me, is about more than just returns—it’s a way to challenge my thinking, stay curious, and move steadily toward financial independence.Analyst’s Disclosure: I/we have a beneficial long position in the shares of NVDA either through stock ownership, options, or other derivatives. 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. 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.