Nvda looks cheaper now?

=== SUMMARY === - The post discusses Nvidia (NVDA) after its earnings report, arguing it looks cheaper on a free cash flow basis despite massive growth. - The author’s thesis is that NVDA’s growth rate actually accelerated from 2026 to 2027, and the post-earnings pullback makes it the best buy in the sector. - Quality assessment: Speculative opinion with some data mentions (FCF, beat-and-raise, growth acceleration) but lacks deep fundamental analysis – more of a sentiment-driven observation. === SENTIMENT === BULLISH === TRADE IDEAS === NVDA - LONG | confidence: 0.75 | sentiment: +0.70 Speaker: u/No-Understanding9064 Thesis: 1. THE FACT: NVDA’s free cash flow is “starting to get insane” and every quarter beats and raises; growth rate increased from 2026 to 2027. 2. THE BRIDGE: The post-ER pullback creates a buying opportunity in a stock that the author calls the “best buy of the sector” and a “solid buy.” 3. THE VERDICT: NVDA is undervalued relative to its FCF generation and growth trajectory, making it a strong long candidate after the recent dip. 4. RISKS: Growth could decelerate if AI capex slows; valuation multiple compression; competitive threats from custom chips or AMD. Timeframe: medium-term Key Points: - FCF improving rapidly each quarter - Growth rate accelerated unexpectedly - Post-ER pullback = entry opportunity - Author already DCA’ing in 160-170 range - Sector leader with strong momentum