Buy NVDA for Durable Free Cash Flow as Growth Extends Beyond Datacenter GPUs
Nvidia is producing extraordinary free cash flow while broadening revenue streams beyond core datacenter GPUs. At ~$220, the risk/reward favors a constructive trade: durable FCF funds buybacks, software monetization ramps and new TAMs (automotive, cloud GPU-as-a-service). Valuation is rich but not extreme given profitability and balance-sheet stren…