$NVDA

Three most obvious valuation gaps in the market: - $NVDA vs other major designers. $NVDA is trading at 22x forward earnings while the average of other major designers is 34x, even after excluding inflated ones like $INTC and $ARM. Yet, $NVDA has the highest cumulative growth expectation of all for the next three years. - $META vs mega-cap hyperscaler peers. This is pretty simple. $META has higher expected growth than all for the next three years, yet trading at 19x forward earnings against the peer average of 26x. - $CRWV and $NBIS. Despite having double the $NBIS backlog and end-of-year ARR target, $CRWV is trading at a discount to $NBIS. Their financials have substantially improved year-to-date as they raised over $20 billion in debt &equity year-to-date with no major maturities unti