u/xcrowsx

1 thesis · first seen Sep 4, 2026
WindowThesesResolvedWinsWin rateAvg returnMedian return
1d1100%-3.6%-3.6%
3d111100%+1.9%+1.9%
1w111100%+7.6%+7.6%
1m111100%+15.7%+15.7%
3m000———
6m000———
1y000———

Past performance does not predict future results. Informational only, not investment advice.

Thesis history

$NVDAr/ValueInvestingStock Analysisbullish
u/xcrowsx · 84d agono track record yet

NVDA: Investment Thesis, Current Valuation, Fair Price, Checklist, Due Diligence, and Watchlist Note

NVIDIA trades at 20.8x forward earnings—the lowest valuation in five years and below -1 standard deviation—while consensus expects 44% annual EPS growth, yielding a PEG of 0.47. Even with the author's conservative 20% growth assumption, the stock trades below fair value across bear, base, and bull cases, making it attractive for long-term accumulation within the $181–258 accumulation zone.

At post $196.79Now $227.28+15.5% since postedas of Oct 13, 12:31 PM ET
1d-3.6%
3d+1.9%
1w+7.6%
1m+15.7%
3m—
6m—
1y—
original post →

End of results.