Despite its size and massive growth, NVDA looks like a value stock: its future earnings multiple is in the mid-twenties and has been about 23 times over the past twelve months, so the speaker sees real value and expects the market to revalue it at a higher price over time.

When you think about the size of a company like Nvidia, you like Nvidia, don't you? Returning to the point about Nvidia, I think Nvidia is a great example of the difference between the stock price we see in the market and the true value of that stock.

Because of their massive growth, you can actually see their future earnings multiple, depending on how it is calculated and the analyst forecasts you look at, in the mid-twenties.

In the past twelve months, it has been about 23 times.

I think I actually see some value in a name like that. I believe that over time the market is likely to revalue it at a higher price.