Richard Clow

Portfolio Manager, Global Technology Team, Janus Henderson
· tracked since May 2026
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NVDA long -0.1%
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NVDA ×1
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NVDA long 5 days ago
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NVDA NVIDIA C... NVIDIA Corporation
Long
May 29
$215.01
-0.1%
Nvidia's cash flow and buybacks signal sustainability.
Nvidia's massive free cash flow generation (close to $200 billion annualized) and its new shareholder return program (dividends and buybacks) signal that the company's growth is sustainable and not a bubble, similar to Apple's pivot in 2012. This makes Nvidia a long-term buy despite its high valuation.
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