Stock Moe on $NVDA (Nov 6, 2026)
Bullish on NVDA after its 22% drop to about $188 from $243; he bought 100 shares at $188.24 and plans to average in, citing a 23.8x P/E, 106% revenue growth, 75% gross margin, $108 billion guidance assuming zero China data-center revenue, and a $315 median target as leaving room to rise.
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In my humble opinion, it's an Nvidia stock. I remember people I used to stream with live, like the stock market team and others, and they were talking about Nvidia when the stock price was two hundred and some dollars.
We talked about its potential, its growth, robotics, and all that stuff, and we were all very excited.
For me, I wanted to wait until I got a good selling price. I wanted to wait until the price dropped. The future is not up for debate. We all agree that it will be a giant company and will continue to be so.
The ratings were what bothered me a few weeks or months ago. Now, it doesn't bother me much anymore. I will review that in this video.
The value of $18,823.50 of Nvidia shares. I bought 100 shares. That's my beginning. I will continue with the average dollar cost strategy.
An order to buy 100 shares was executed at a price of $188.24. You can see exactly what we got here. This is the location of the center now. It's just an approximation. 41. Now, what am I going to do with this?
Remember, we are 22% below the highest level. I waited to get the discount. I did not get carried away by the media hype. Everyone was talking about the commotion. Oh, everything is going up.
Buy it. Personally, I like to wait until prices drop before buying.
Well, there are 11 days left until the earnings are released. We'll find out what happens. Let's start with the number that no one expects. The largest company on Earth is trading at 23.8 times its earnings.
Remember, this is a company that I believe will define the next generation of artificial intelligence and robotics, and everything related to the chips they design.
The stock price at today's closing, as I record this, is $188.65. Market capitalization: It is the world's largest listed company with a value of $4.55 trillion. Can it rise any higher?
Can it rise any higher? And the answer for me is yes, absolutely.
The actual earnings per share achieved over the past four quarters, not projections, is $7.91. The price-to-earnings ratio, which is the part that surprised me, is 23.8.
The price has already fallen far from its peak. The price was $243. We are now at $188. It may drop even further. That's why I average the cost in dollars. I wanted to wait until it dropped by at least 20% or more before I bought.
This is considered a correction. Typically, I see these corrections drop by 20 to 30% and then bounce back to reach new highs. We have now entered my purchasing zone. This is the time when I buy.
All those who promote the stock and tell you to buy when it is at four hundred, or when it was at its peak at two hundred, are the ones who are making fun of you. They want you to be the liquidity for those who bought at one percent and sold at two percent.
Then you sell to me in the 180 range, and I will sell it to individual investors who enter at 300, and then I will buy again at 200. It's a game of chess, and many people only play checkers.
Revenues have more than doubled, and forecasts indicate further increases. They continue to achieve truly remarkable results. When you talk about Nvidia stock and its price predictions, how do I know it's one of the best stocks to buy right now, but how?
We look at this and say, 46.7 billion in the second quarter of last year, July 2025. We're going all the way up, 81.6, 96, 108. Do you know what's stopping Nvidia from making more money?
They cannot manufacture the chips in the required quantity. Demand continues to increase, and they cannot keep up. This is what makes this stock an interesting investment.
The stock rose, then became frantic, and fell by slightly more than 20%. I like that. This gives me an opportunity to enter at a good price. What will happen if the decline continues, Mo?
That's why my plan is Dollar Average Cost (DCA). If the stock starts to rise, that's fine, I'll continue with the average cost. And if it goes down, I'll stick with the average cost, and I'll be happier because I know that in the long run, unless the world collapses, we'll see a chip boom.
The data center sector now accounts for 92% of the business, and has grown by 117%.
AI data centers are booming and going up massively. 7.2 billion in edge computing, up 27% from last year. The smaller half of the business is also growing. 75% profit margin, up from 72%.
They're making more money from more money. And that's incredible. That part makes it different from any normal boom. Usually, when they cut prices, margins go down. But their profit margins are going up. That's what excites me.
Okay, they predicted it would reach 108 billion. 108 billion. Man, give me just one day of that money. Assuming zero dollars from China. They said we'd reach 108 billion. They're not even allowed to Selling to China.
Their guidance, which they released for the quarter they'll report on November 17th. I don't even know if it's true or not. I haven't been following that part. But I can tell you this: $108 billion for the quarter they'll report on November 17th, plus or minus 2%.
Gross profit margin, 74%. For China, the company states that it's assuming no revenue from data center computing from China, zero. Wall Street is expecting a slightly higher figure than the company's guidance at $108.98.
The report date is 11 days from today as I record this video. We'll see. We'll see.
Four quarters, four, and not small amounts. What Wall Street said, these are the last four quarters. They've outperformed by 19% this quarter. I'll lower my head so you can see that.
Boom, boom, boom. And here, they've outperformed by 9%, 19%, 37%, and 19% of what they've actually delivered. They've outperformed the expectations of the last four quarters. Will they do it again? I'd be absolutely shocked if they didn't.
Almost $70 billion in free cash in just six months. Did you hear what I just said? They've got $70 billion in free cash flow. And in just six months. In one quarter, they've given $26 billion back through buybacks and dividends.
So, they're giving money back to shareholders. So, I want some of that. So, this money is flowing, and I want some of it. $99 billion left for buybacks. They've agreed to them and haven't spent them.
So, maybe, I'd guess, they've got $26 billion in one quarter. The stock is going down sharply right now. That's when you start buying back the stock. They're getting out They're buying it on the open market because, as it continues to plummet, they see growth, and they can prop up the stock. That's what I think will happen.
buying back the stock. They're getting out They're buying it on the open market because, as it continues to plummet, they see growth, and they can prop up the stock. That's what I think will happen.
This is a very good opportunity, in my professional opinion, for my own portfolio . I'm not going to tell you what to buy or sell. That's up to you . But I will tell you that I'm buying, I just did , and I'm looking to buy more.
This is a very good opportunity, in my professional opinion, for my own portfolio. I'm not going to tell you what to buy or sell. That's up to you. But I will tell you that I'm buying, I just did, and I'm looking to buy more.
Nvidia's stock price prediction. Just wait until you see this. We'll get there. We'll get there.
Well, my Nvidia stock is down 22%. And I'm going to take advantage of that. Okay, let's get back to the point. You can see everything that's happening; the multiple gets cheaper on its own, even if the stock doesn't move.
That's what it does, right? Today it's 23.9, and after November 17, if they just meet the estimates, it'll be 20.7, which is a good price-to-earnings multiple, right? And after November, if they beat expectations like they have the last four times, We're going to hit 19.6.
I like that. 59 to 62 analysts recommended buying, and I hope that's still the case at this point. With a 22 % drop, that's a good price. The median price target is $315, and $327 is the consensus forecast.
We're at $188. That's tremendous room for growth. The upper limit is $515. 49 strong buys, 10 buys, 2 hold, and 1 sell. They say it's going to hit $62. Okay. Six reasons, each one a number mentioned in this video.
Revenue growth is up 106% year over year, with guidance of $108 billion for the next quarter. Wow. The price is 23.8x, and we know it's going to drop because we're going to get a good earnings report, hopefully.
Margins, the gross margin has increased with revenue. With revenue doubling, the margin has increased even more. Customers, the top five buyers have increased their spending, not decreased it.
We've They increased it. Then the free option, the guidance assumes zero revenue from data center computing in China , zero. But if they get it, oh my god, that's going to skyrocket.
The market, most of them are saying there's a 73% upside.
Five things could change my mind, I'll let you know if they happen. November 17, the date of the same report. I always like to guide on this. If they suddenly say everything is falling apart and nobody is buying our products, of course we'll change our minds.
Will customers continue to increase their budgets, will they continue to spend more money? Power, which is the real bottleneck. Remember all the resources they use, cooling, power, all of that.
That's a big point . And I told you, the way to bet on AI in data centers is to own the chips. I like to own the chips because they keep coming up with more powerful chips that use less power.
They'll replace the chips they're using with these new chips that Nvidia is releasing . That's going to be big. Are they getting more power with less energy? Yes. And that's what we're aiming for.
The focus is on a handful of buyers. If they all decide at the same time to stop buying, We'd be in trouble. But I don't think that's the case. The expectations themselves are wide, from three to eight billion trillion, I must say, that's what they're predicting.
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Stock Moe has 5 calls on this stock; only the adjacent ones are shown.