$NVDA · Mark Roussin, CPA · 2026-10-27

This is one of the stocks that I consider to be among the easiest buying opportunities in the market right now, in my opinion . This is a perfect example of small investors panicking.

This is a stock that was priced at $240 per share just a few weeks ago , then dropped below $210 last week. But this is when rational investors step in to buy again.

Profits did not slow down. And the orders didn't stop. No, it's a company whose orders extend into 2027 and even 2028. Here's a look at the stock's performance over the past twelve months.

Performance has been rather subdued , with the stock rising by only about 10%. But since April, we've seen the stock slowly begin to make higher highs and lows, which is what we like to see.

On the right side of the screen, you can see our "Edge Score", which is very strong, scoring 86 for Nvidia. Any number above 70 is what I like to see. So, reaching the level of the eighties is great.

We are talking about a company that generates quarterly revenues of nearly $100 billion , meaning it has more than doubled the size of its business . The data center division was responsible for approximately $89 billion of that revenue in the last quarter.

This represents an annual growth rate of approximately 120% . These are not the financial results of a company whose growth has suddenly stopped . Rather, these are the results of a company experiencing exceptional demand for its products.

Here's why I believe Nvidia remains extremely important. It's not just about the story of graphics processing units . Nvidia has developed an integrated computing system. This includes advanced accelerators, networking technologies, software, and embedded artificial intelligence computing systems.

But I don't think the AI computing market should be a "winner-takes-all " opportunity. In fact, I believe the demand for computing power may remain large enough to support several successful companies. Nvidia remains in a very privileged position .

Now, let's talk about the evaluation. Looking here, you can see that analysts expect the company to achieve earnings per share of $9.28 in the next fiscal year, which equates to a forward price-to-earnings ratio of only.

Are you ready for this? 13 times. 13 times . You might think this is a company whose profits are growing at a rate that is perhaps in the single digits . But no, this is a company that has nearly doubled its profit growth this year.

And an additional 70% on top of that in the following year.

The fact that they are achieving these growth figures is simply astonishing, considering the past few years of growth we have seen from companies like Nvidia. But this is where I think investors are missing the opportunity.

Those who are patient , and those who accumulate shares when they are low, will be rewarded in the long run .

Looking here, you can see that analysts' price targets for the next twelve months average around $340 per share, which means an increase of more than 50% from current levels. But again, for investors with a multi-year time horizon , I think the recent weakness is worth paying attention to.

Nvidia remains one of the companies whose shares I am very keen to accumulate at these valuations before the end of 2026.

The company does not need to predict which semiconductor manufacturer will ultimately dominate , whether it be the likes of Nvidia or AMD, or more customized chips with the likes of Broadcom or Marvell.

But look at the excellence score of 88. That's higher than the likes of Nvidia.

We discussed four companies: Nvidia, AMD, Lam Research and Sterling. Although all four companies benefit from technological investment , they are positioned in different parts of the market .

Nvidia provides advanced AI computing platforms,

Owning these four companies does not automatically mean you have diversified investments. Because despite working in different industries, they share exposure to technology investment and the broader AI infrastructure cycle.

If major technology companies begin cutting capital expenditures, many of these companies could come under pressure. This is what we have witnessed over the past few weeks .

Because I want exposure to long-term growth opportunities without making my entire portfolio dependent on one area of the market. Now, when it comes to buying these stocks, I'm not trying to accurately predict the bottom.

I certainly don't suggest that investors put all their eggs in one basket. Instead, I prefer to take advantage of fluctuations gradually. This could mean buying shares in stages, or, depending on the company and the option premiums available, considering cash-guaranteed put options.

But the most important thing is to understand the business and determine how much you are willing to pay for it. Because a great company can still be a bad investment if you pay too much.

A lower share price does not automatically mean an attractive valuation. That's why I want to continue monitoring earnings, free cash flow, balance sheets , and future growth projections .

So, that's all . There are four stocks I'm looking forward to potentially buying before the end of 2026.

While the recent sell-off in the technology sector has created uncertainty, I believe it also creates opportunities because some of these companies continue to achieve exceptional revenue and profit growth.

Other companies, however, are benefiting from the infrastructure investments required to support artificial intelligence, and many of them are currently trading below their recent highs.

This does n't mean we've hit rock bottom, nor does it mean every stock on the list is cheap, but I think these four deserve a closer look as we approach 2027.

Now, I want to hear your thoughts. If you could buy just one of these four stocks before the end of this year, which one would you choose? Nvidia, AMD, L&M Research, or Sterling?