- Entry
- $209.01
- Now
- $209.15 +0.1%
- Target
- $350.00
- Score
- —
The company capturing 65-70% of all AI capex spending is trading at a 30-35% discount to the hyperscalers that buy its chips. That's honestly kind of wild to think about. 2027 Forward P/E at 15.7x, while big tech averages 22x. Hyperscaler capex grew 115% last quarter and these guys are buying NVDA hardware to make that happen. The retail conviction data is interesting too. The NVDA/MU trading ratio dropped from 7:1 in March down to 0.33:1 by early July, which …
— ORIGINAL POST ·
NVDA is up only 9% YTD while the semiconductor index ripped 77% — is this the biggest disconnect in the market right now?
· r/swingtrading
· Jul 9, 2026