Nvidia leads in AI infrastructure and has a strong role in training robots. It is not overvalued but undervalued: intrinsic value $309 versus price $224, about 27% undervalued on discounted cash flow, with a forward P/E of only 14 times earnings.

Interestingly, Veeva Systems, a software company that was badly affected during the Software as a Service (SaaS) disaster, rose 35%, followed by IPO, up 28%. This is a stock specific to energy and artificial intelligence infrastructure .

Apple's stock rose by an interesting 26% . Everyone was mocking Apple at the beginning of the year for not being involved in building any artificial intelligence at all, but it rose by 26%, Nvidia by 22%, and Palantir by 18%.

These are stocks like Nvidia, ASML, and Broadcom, as well as ETFs like the SOXX and AIPO. So that's what you call AI trading , okay? But notice that I don't own the overvalued ones, okay?

Those are the undervalued or fairly priced stocks . So they make up about 17% of my portfolio, okay?

To give you a glimpse of the portfolio, like I said, my biggest winners are Fortnite. You can see Fortnite up there, 212%. I have Palo Alto up 148%, CrowdStrike up 217%, and of course, the big companies are contributing well.

Amazon up 119%, Alphabet ( Google) up 221%, Nvidia up 209%, MetaTrader up 114%, Microsoft up 67%, and some of my other anti-bubble stocks like healthcare, United Health, up 26%, was even higher but has since dipped slightly.

I could add more to UnitedHealth, HCA Healthcare up 32%, and GlobalX Defense up 17%,

And of course, computing and infrastructure. Who will benefit the most? Nvidia, okay? This leads us to my last part. What about AI infrastructure companies? Are its prices still attractive ?

I think some of them still are . I still hold some of its shares. Of course, the leading and most important company among them is Nvidia. And of course, once we move on to physical artificial intelligence, i.e., robots , Nvidia has a very strong role to play in that as well, in training robots, right ?

So, if you look at Nvidia, what is its intrinsic value?

Finally, let me talk about Nvidia, which, as I said, is a leader in the field of artificial intelligence infrastructure. Are they overvalued? I don't think so. In fact, if you look at Nvidia here, you might be surprised to learn that it is still undervalued by many measures.

Well, the intrinsic value is $309. It is now worth $224, which is 27% undervalued. This is based on the discounted cash flow model. If you look at the price-to-earnings ratio, the forward price-to-earnings ratio is only 14 times earnings.

I mean, just look at the forward price-to-earnings ratio, it looks pretty cheap, doesn't it?

When you click on Intrinsic Value here, you can see that regardless of the method you use to value Nvidia, the stock price is significantly lower than all the different valuation methods . Good.

The first basket, artificial intelligence infrastructure such as Nvidia, Broadcom, and SOXX. And of course, the shares I own are not overvalued. In fact, if anything, Nvidia is undervalued .