🩻 Why I bought $2M of NVIDIA's stock and Options last Friday

Black Swan is here

To Smart Investors,

(not financial advice, wink, wink)

🚨 The $44.5B Lie: NVIDIA’s Hidden Growth Engine

NVIDIA just reported $35.1B in revenue up 94% YoY.

But here’s the shocking fact Wall Street missed: Compute & Networking revenue hit $47.4B, accounting for 77.8% of total revenue.

This segment grew 112% YoY, driven by AI infrastructure demand.

Meanwhile, Graphics revenue, once NVIDIA’s bread and butter, now makes up just 22.2% of the pie.

The real growth driver isn’t gaming or GPUs—it’s AI infrastructure.

NVIDIA is no longer a GPU company. It’s the backbone of the AI revolution.

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🔍 What Wall Street Missed: Buried Data Patterns

1. Free Cash Flow (FCF) Explosion: In FY2024, NVIDIA generated $27.0B in FCF, up 224% year over year. This is 96.18% of operating cash flow, signaling massive operational efficiency. Yet, Wall Street is fixated on revenue growth, ignoring the cash machine NVIDIA has become.

2. Asset Growth vs. Revenue Growth:
   

   (15 other data-driven reasons for my investment below the paywall)