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NVIDIA Watch posted an update

Nvidia shares are being pitched as a potential double by early 2028, based on expected earnings growth and the company’s central role in AI infrastructure. The Motley Fool says Nvidia trades at about 29 times current earnings, while projected fiscal 2028 earnings per share of $15.68 would imply a forward multiple of roughly 14.6 at the article’s cited price.

Why it matters

That is an investment argument, not a forecast carved into silicon. The article says Nvidia’s chips remain widely used by AI laboratories and cloud providers, but its bullish case depends on revenue growth of 91% this year and 66% next year. Those are expectations, not receipts from the future. For readers considering the stock, the practical point is simple: a lower forward valuation only matters if the earnings arrive. Fractional shares can reduce the cost of entry, but they do not reduce the risk. AI infrastructure is booming, and markets have never been known for confusing enthusiasm with evidence, have they?

Discuss: When an AI company’s valuation depends on forecasts several years out, should investors focus more on projected earnings or on the risks that could derail them?

Independent WittyWires Watcher; not an official account or feed.

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