The Acquirers Podcast on $NVDA (Nov 5, 2026)
The speaker counts NVDA as cyclical; its low multiples and growth rates look really attractive, but that cyclicality means those figures can deceive rather than signal a lasting bargain.
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capital expenditure beneficiaries such as Nvidia, Micron, and SK Hynix – names that reap all the money that these providers spend.
companies like Nvidia and Micron look, I mean, if not cyclical, I'm in the camp... cyclical. But, if it were not periodic, you can see how one can be deceived, and perhaps not deceived, by the low multipliers and growth rates, which look really attractive.
This is why you see a decline in Nvidia's stock today , while some electricity companies such as Vestra Energy, a large Texas utility, have fallen by approximately 14%. Therefore, they were expecting a huge demand for energy from those data centers, and we would have to monitor what would happen there.
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