- Nvidia is a generational compounder that has years of 25%+ growth ahead.
- The enterprise is leading the AI revolution and is building the foundation for democratizing AI for thousands of businesses.
- The business will generate significantly more cash flows in the future because it is hyper-focused on fortifying a powerful economic moat with tremendous economies of scale.
- Its incredible durable competitive advantage is manifested through increasing margins and ROIC.
- The company is starting to sell its AI software, which has serious potential to generate enormous incremental high-margin SaaS revenues with an estimated $300 billion TAM.
For further details see:
Nvidia: Paving The Way For Rapid Growth Through AI Democratization