The market is creating really nice sales of LT values recently.
I'm not looking to get my Christmas gift in a couple of days, but positioning for a bright future.
Attached is one example. This is NVidia from a fundamental perspective using 10K information.
It may slow down in the future, but it is clear that the organization has been managed very well. Given their historical performance, I would say that it is a safe “bet” that they will continue to do so in the future. Is AI going away soon? I wouldn't expect that to happen.
NVidia has a trailing PE of only about 18 which is higher than I am used to, but if you look at their numbers in the attachment, you’ll see a pretty strong case for their future.
Merry Christmas! (PS Santa, I have been good!)
