$英偉達(NVDA.US)Nvidia executives, including CEO Jensen Huang, recently addressed investor concerns at a non-deal roadshow hosted by Morgan Stanley, confirming that growth is accelerating as revenue nears $100 billion. The company firmly denied rumors about delays in its Rubin Ultra architecture and emphasized that both Nvidia and cloud providers' self-developed ASICs can coexist and grow together.

Nvidia detailed its diversified growth strategies across three major tracks: AI laboratories, traditional cloud providers, and emerging AI infrastructures, while announcing plans to allocate over 50% of future cash flow to share buybacks and dividends. With a forward P/E ratio of only 18, perhaps this is one of the undervalued stocks that people are passing up to chase after hype. @Captain's Treasure