How Mark Roussin, CPA’s view on $NVDA changed

2026-09-29Bullish

“Nvidia Just Made a MASSIVE Move”

NVDA's $235B buyback capacity and attractive valuation (19x forward P/E) support a bullish long-term thesis based on cash generation and capital allocation confidence.

Nvidia has just made a very big move, and I'm not talking about another AI chip, I'm not talking about a deal with a huge cloud service provider, and I'm not talking about another data center announcement.

Nvidia has just announced an additional $150 billion share buyback program . But here's the part that I think is being overlooked.

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2026-08-25Bullish

“The Stock Market Is About to Get a Major JOLT”

NVDA is undervalued given its growth, and the upcoming earnings are expected to be strong, but the stock may sell off if guidance disappoints.

It comes down to one company, one company that will impact entire sectors, and that company happens to be Nvidia. This Wednesday, Nvidia will report earnings after the bell, and I know many of you already understand that Nvidia is the largest company, but does everyone understand just how important of a report this could be?

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