NVDA → $361.00 by Jul 27, 2029.

# Investment Thesis * NVIDIA is the **fastest-growing mega cap** in the market at its **lowest relative valuation** in five years: \~21x forward earnings against a 37.7x five-year average - below even the -1 standard deviation band. * Consensus expects **\~44% annual EPS growth** for the next five years. That puts the PEG at **0.47** \- either consensus is badly wrong, or the stock is cheap. * Quality is not the debate: 74% gross margin, 63% net margin, 70% ROIC, …