u/No-Understanding9064

NVDA’s free cash flow is “starting to get insane” and every quarter beats and raises; growth rate increased from 2026 to 2027. 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.” NVDA is undervalued relative to its FCF generation and growth trajectory, making it a strong long candidate after the recent dip. Growth could decelerate if AI capex slows; valuation multiple compression; competitive threats from custom chips or AMD.

Klarna has a $9B market cap with >$5B in cash, ~30% top-line growth, a P/S under 1.4, and a recent $50M insider purchase. The massive cash pile and low valuation multiple create a strong margin of safety, while projected profitability within a year could trigger a massive re-rating or share buybacks. The stock is a compelling value play following its post-IPO crash, driven by fundamental cheapness and insider conviction. The company is not yet profitable and operates in the highly competitive, macro-sensitive BNPL fintech sector.