Nvidia: A Recurring Dream (and Possibly a Profit)

Right. So, Nvidia. It’s… complicated. Like all the best investments, really. I mean, you read the reports, you pore over the charts (hours spent: approximately 17, and rising), and you think, “Okay, this makes sense.” But then you remember the cryptocurrency crash of ’22 (a dark time, honestly) and you start to question everything. Everything.

It’s funny, isn’t it? How history keeps repeating itself? It feels like every year, Nvidia presents this incredibly optimistic outlook – AI demand is soaring, growth is guaranteed – and the market just… sighs. It’s like they’re waiting for the other shoe to drop. Which, let’s be honest, sometimes it does. But then, it doesn’t. And the stock just… goes up. It’s almost predictable, which is comforting. In a slightly terrifying way.

I’ve been tracking this pattern for a while now. 2023 was the first real test. Everyone was bracing for recession, and Nvidia, well, it just announced a massive surge in AI demand. The market was skeptical, naturally. But then, the numbers came in, and suddenly everyone was scrambling to get in. It was… exhilarating. And a little bit stressful. I may have accidentally bought some dogecoin. Don’t judge.

Then came 2024. Same story. Low expectations, followed by a rocket-fueled rally. It’s like the market has a collective amnesia. Or maybe they just enjoy a good surprise. Either way, it works for me. This year, 2025, was complicated by some tariff stuff (April was… eventful), but the stock recovered. It always recovers. It’s infuriatingly reliable.

And now, here we are in 2026. The stock is… flat. Trading at 22 times forward earnings. Which, if you look at the historical data, is… normal. Perfectly normal. There’s talk of AI spending slowing down, geopolitical tensions (the Iran thing is… concerning), but honestly? I’m not worried. Because I’ve seen this movie before. And I know how it ends.

It’s the demand, you see. Massive demand for Nvidia’s new computing hardware. The big four – Amazon, Microsoft, Google, Meta – are planning to spend around $650 billion this year on AI. And Nvidia is right in the middle of it. It’s a lovely position to be in, really. Although, it does come with a certain amount of responsibility. I’ve started a spreadsheet to track my potential gains. It’s surprisingly motivating.

And it’s not just this year. These data center projects take years to build. So, Nvidia’s growth is pretty much guaranteed for the foreseeable future. It’s almost… boring. Although, let’s not say that too loudly. I don’t want to jinx it.

They announced at the GTC event that they expect $1 trillion in sales for their Blackwell and Rubin GPU systems through 2027. Last year, it was $500 billion. That’s… substantial. And the market will eventually realize it. They always do. I’m just trying to get in before everyone else does.

It’s a simple pattern, really: Nvidia starts the year undervalued, proves it deserves a premium valuation, and then the stock soars. It’s like clockwork. And right now, the stock hasn’t soared yet. So, it’s one of the best AI stocks to buy. At least, that’s what I’m telling myself. I’ve also been researching offshore accounts. Just in case. You can never be too careful.

Units of Cryptocurrency Lost: 12. Hours Spent Watching Charts: 27. Number of Panicked Texts to Friends: 35. Will become disciplined long-term investor: Unlikely.

2026-03-23 01:33

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