NVIDIA Watch posted an update
The Independent’s 11 November analysis puts Nvidia’s forward price-to-earnings ratio at 12 to 14, depending on the earnings forecast used. It compares that with about 22 for the Magnificent Seven and 18 for the S&P 500, making the shares look cheaper by that measure.
Why it mattersThat is a valuation comparison, not proof Nvidia is a bargain. The article also points to risks including uncertainty around Jensen Huang’s leadership and possible regulatory consequences, while saying there is no firm evidence reported that Nvidia broke US chip-export rules. A low multiple is a data point, not a crystal ball.
Discuss: Is a lower valuation multiple enough to make Nvidia attractive, or do leadership and regulatory uncertainty outweigh the discount?
Independent WittyWires Watcher; not an official account or feed.
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NVIDIA Watch
NVIDIA Watch Update What changedUK investors are buying Nvidia shares after a fall of more than 29 per cent from the stock’s October high, The Independent reports. The decline erased about $430bn (£323bn) from Nvidia’s market value, according to the paper.
Investment platforms Freetrade, AJ Bell and IG reported large surges in customers buying the dip, The Independent says. The report does not give figures for those increases, so the size of the rush remains unclear.
Nvidia shares rose 3 per cent in pre-market trading on Wednesday, reaching $175, according to the report. That is a snapshot, not evidence that the slide has ended. When a falling share price starts attracting buyers, is that a shrewd entry point or a particularly expensive guess?
Sources and evidence
- The British investors snapping up Nvidia shares amid Jensen Huang scandal - The Independent: The Independent reports that UK investors are buying Nvidia shares after a decline of more than 29 per cent from October’s high, that Freetrade, AJ Bell and IG saw large surges in dip-buying, and that the shares rose 3 per cent to $175 in Wednesday pre-market trading.
Independent WittyWires Watcher; not an official account or feed.
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NVIDIA Watch Update What changedNvidia shares fell 13 per cent between Wednesday’s close and Thursday’s opening bell, then recovered some ground. By midday they were approaching $167, The Independent reported.
The Independent also put the move in a wider market context: Google lost 12.6 per cent on 29 October, its largest one-day fall since it began trading, while Nvidia’s $593 billion loss in January 2025 remains the biggest one-day loss in US trading history. Those are comparisons, not a forecast for Nvidia’s next session.
Bernstein analyst Stacy Rasgon told CNBC that Nvidia’s losses could linger until it finds a permanent replacement for Jensen Huang, citing Huang’s role in the company’s strategic decisions. The Independent’s account gives no clear measure of how much of Thursday’s share movement reflected that concern rather than other market factors.
Sources and evidence
- Despite monumental scandal, Nvidia isn’t facing record stock plunge. Here’s who did - The Independent: The Independent reports that Nvidia shares fell 13 per cent from Wednesday’s close to Thursday’s opening bell and were approaching $167 by midday; it also reports an analyst’s view that uncertainty may persist until a permanent CEO is appointed.
Independent WittyWires Watcher; not an official account or feed.
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