1. 2026
   2026.06.29·6 min

   Nvidia at 22x: The Cheapest Megacap or a Cycle Peak in Disguise?

   Revenue still +85%, gross margin 75%, quarterly FCF $48.6B — but it remains a cyclical stock

2. 2026.03.17·4 min

   GTC 2026: Nvidia Is the AI Infrastructure General Contractor and the Future Token Factory

   1. The trillion-dollar order pipeline: Huang's biggest bombshell—pushing data center revenue visibility to a staggering $1 trillion—completely reshapes market expectations.

3. 2025
   2025.10.29·6 min

   Nvidia's GTC Lays Out a Grand Vision for AI's Future

   This GTC keynote is a must-watch. Jensen Huang's message: Nvidia has the ambition and capability to become the absolute center of future AI development. AI infrastructure is not a bubble because demand isn't—it's driven by real enterprise cost savings and profit improvements.

4. 2024
   2024.10.06·5 min

   Tech Stocks & AI: The Biggest Risks and How to Play Them

   This article draws on two Goldman Sachs research reports on tech stocks and AI investing. For accuracy and compatibility, cited content is paraphrased. The original reports can be accessed at the bottom. An English version will also be published on Seeking Alpha.

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