Invest with Henry 对 $NVDA 的判断变化

Today , I will talk about AMD, Broadcom, Amazon, Meta, and Nvidia.

Nvidia dominates this market, but companies like Microsoft, Meta and OpenAI don't necessarily want to rely on a single supplier for all their computing needs.

Nvidia has a well-established software system, huge customer relationships, and much larger revenues from artificial intelligence.

Nvidia just announced a $150 billion stock buyback, and investors need to understand what that really means. This is the largest share repurchase authorization increase in history, and Nvidia plans to continue the program through fiscal 2028.

When a company buys back its stock , it reduces the number of shares outstanding. If profits remain unchanged, earnings per share increase. This can be beneficial for shareholders, especially if the company is buying shares at an attractive price.