NVIDIA (NASDAQ:NVDA) has delivered a huge rally, yet its valuation still looks surprisingly reasonable against its expected growth. If AI capex remains strong and the company hits its fiscal Q1 guidance, the stock could keep proving skeptics wrong. But any slowdown from major cloud customers could quickly change the narrative.
Stock prices used were the market prices of April 28, 2026. The video was published on May 3, 2026. On the date of publication, Rick Orford did not have (either directly or indirectly) positions in any of the securities mentioned in this video.
