Nvidia: Becoming The Berkshire Of Technology Is Bullish For Shareholders

2026-02-27 12:00:37 ET

Nvidia Corporation ( NVDA ) just delivered an incredible fourth quarter where their revenue increased 73.21% YoY to $68.13 billion and exceeded the consensus estimates by $1.9 billion. The problem is that the market is unsure when NVDA’s revenue growth will peak and the increased amount of capital being deployed toward CapEx initiatives by the hyperscalers will disappear. This quarter should have alleviated the fears around the AI buildout, but we are seeing the market punish shares of NVDA as they have become a victim of their own success. Shares of NVDA sold off by more than -5% today and long-term investors are getting one of the cheapest valuations we have seen recently....

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