$NVDA

NVDA

NVIDIA Corporation

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As of 09-13

Parkev Tatevosian, CFAPublished 2026-09-13

“Should You Buy Micron Stock Instead of Nvidia? | MU Stock vs. NVDA Stock”

NVDA is the preferred buy over MU due to durable competitive advantages and significant upside from a fair value of $338 vs current $224.

Nvidia and Micron are two of the companies benefiting most from the huge increase in spending on creating data centers. Micron's revenue increased by more than 4 x in its most recently completed quarter from the same time last year, while Nvidia's revenues have soared to approach $303 billion.

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Meet KevinPublished 2026-09-12

“I'm Making a Big Bet Everyone is WRONG.”

$NVDABullish

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.

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