- Entry
- $218.26
- Now
- $237.75 +8.9%
- Target
- —
- Score
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Leading into next weeks results, the thing that got my attention is the 52-week scoreboard in NVIDIA's own supply chain: \- Micron +725% \- Intel +283% \- Marvell +233% \- AMD +186% \- NVIDIA +22% Meanwhile NVIDIA grew FY2026 revenue 65% to \~$216bn at a 60% operating margin, and the most recent quarter grew 85%. So the best business in the sector was the worst performer in it. That gap is the actual story, and I don't think "the market …
— ORIGINAL POST ·
NVDA grew revenue 85% and the stock rose 22%. Micron rose 725%. I think the interesting question is what you're actually buying at 21x.
· r/ValueInvesting
· Aug 22, 2026