$NVDA

NVDA is undervalued at 16x earnings relative to peers; potential subscription model could drive multiple expansion.

Bullish
“Tom Lee and Dan Ives Explain Everything | TCAF 260”
The CompoundPublished Sep 18 · 5 passages

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5 passages

I will control my data. I will not allow models to access it, and that is why companies like Nvidia, Palantir, and many others are talking about sovereign artificial intelligence.

Nvidia continues to achieve one miraculous quarterly profit after another, but the stock remains stuck in place. Yes, I think if you wanted to think about Nvidia and its advanced model with a low earnings multiple , that was Apple's story, wasn't it?

Remember that no one gave her credit for the App Store and the fact that she effectively controls everything, then Apple's price-to-earnings ratio doubled one day.

I think anyone who owns Nvidia shares should feel good. I mean, you pay 16 times for profitability, while you pay 50 times to buy Costco and 48 times to buy Walmart, and the market will change someday, because if Nvidia imposed a subscription fee, the

because if Nvidia imposed a subscription fee, the multiplier would rise to 50, wouldn't it?

Or is Nvidia in this field?

What this channel has said about $NVDA

The Compound has 4 calls on this stock; only the adjacent ones are shown.

2026-09-18BullishThis one
I will control my data. I will not allow models to access it, and that is why companies like Nvidia, Palantir, and many others are talking about sovereign artificial intelligence.
2026-09-01Bullish
talking about why does everyone hate Nvidia? I didn't I wasn't aware that that was a thing.
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KOL Says