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All Articles on Seeking Alpha

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Nvidia: Nobody Is Pricing This In
Bohdan Kucheriavyi · 2026-06-12 · via All Articles on Seeking Alpha

Summary

  • Nvidia Corporation remains a compelling buy as new growth catalysts and robust Q1 results reinforce the bullish thesis despite recent share price weakness.
  • NVDA's Q1 revenue surged 85% Y/Y to $81.62B, with strong guidance, an $80B buyback, and a dividend hike signaling enduring growth momentum.
  • Expansion into AI CPUs, PC superchips, and deepening partnerships with Apple, Microsoft, and SK hynix open significant new addressable markets for NVDA.
  • My updated DCF model values NVDA at $354.74/share, reflecting higher growth and margins, while recent macro-driven selloffs present an attractive entry point.
CEO Jensen Huang Delivers Keynote Address During Nvidia"s GTC Conference

Getty Images

A month ago, I published a bullish article on Nvidia Corporation (NVDA) in which I argued that the market is underestimating the company’s next wave of growth. Since then, Nvidia has released a solid

Analyst’s Disclosure: I/we have a beneficial long position in the shares of NVDA either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Bohdan Kucheriavyi is not a financial/investment advisor, broker, or dealer. He's solely sharing personal experience and opinion; therefore, all strategies, tips, suggestions, and recommendations shared are solely for informational purposes. There are risks associated with investing in securities. Investing in stocks, bonds, options, exchange-traded funds, mutual funds, and money market funds involves the risk of loss. Loss of principal is possible. Some high-risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including greater volatility and political, economic, and currency risks and differences in accounting methods. A security’s or a firm’s past investment performance is not a guarantee or predictor of future investment performance.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.