Is Nvidia, at Bargain Levels Right Now, a Buy? Here Are the Bull and Bear Cases.

Impact · against what's priced in

The article provides no new catalysts for Nvidia, as its core claims regarding revenue growth and valuation are already baked into the current stock price. While it highlights agentic AI and CPU sales, these are marginal compared to the larger, currently unpriced projections for Blackwell and Rubin architectures.

NVDA+0.00

Already priced in

The price assumes

the near-term 70% fiscal 2028 growth guide

The article's highlight of Nvidia's expected 70% revenue growth in the next fiscal year is already reflected in the price.

What NVDA's price assumes · Sep 1

• semiconductors
• valuation
• earnings
• NVDA
• ai
• agentic ai
• cpus
• data center
• gpus
• revenue guidance

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