NVDA is undervalued at a 7 PEG ratio and should trade near $300; supply constraints extend the duration of its growth potential.

You heard it from Nvidia directly. It's like dude we'd be at a we'd be at a double if it weren't for the constraints. So their constraint so like literally if we're at 100%. And we're like we're going to slow down to the tune of 30%. we would literally be at where constraints are for Nvidia.

But that's actually ironically bullish for semiconductors AMD, Nvidia, the data centers, the the coreweaves, the uh SpaceX, whatever, because it means you can now extrapolate growth for these companies for longer.

That then extends estimates for how long they could support spending at Nvidia, AMD, companies that whatever.

so individual stocks could be like why is Nvidia not a $300 stock? It it should be like it's a 7 peg right now. It's so ridiculous.