Ray Dalio's Actions – Not His Words – Keep Me Buying Nvidia

Impact · against what's priced in

The article provides no new catalysts for NVDA, as the market has already absorbed its FY2028 growth guide and Vera Rubin revenue potential. It reinforces the bearish case for AMD and AVGO by highlighting their inferior margins and growth relative to Nvidia's dominance.

AMD−0.10: Already priced in
The price assumes: AMD capturing significant AI accelerator market share from Nvidia
The article highlights AMD's 10.66% operating margin compared to Nvidia's 60.38%, supporting the market's refusal to pay for the bull case of AMD taking significant share.

Ray Dalio's Actions – Not His Words – Keep Me Buying Nvidia

What matters in this story

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Ray Dalio's Actions – Not His Words – Keep Me Buying Nvidia

What matters in this story

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