Author argues Nvidia's growth, backlog, and China demand support a rising stock price.
NVDA — LONG The author states Nvidia typically trades around 60 PE because it is the fastest growing company in history and has a revenue backlog over half a trillion through end of 2026. He expects quarterly revenue to exceed $100 billion by year end, and initial reports suggest China may buy $50 billion of H200s this year, providing additional upside.
Nvidia has a revenue backlog of over half a trillion through the end of 2026
This Reddit post, published January 04, 2026, features u/Financial_Injury548 discussing NVDA. 1 trade idea extracted by AI with direction and confidence scoring.
Speakers: u/Financial_Injury548 · Tickers: NVDA