Nvidia: Jensen Huang Just Blessed His Own Shares (NASDAQ:NVDA)

Nvidia CEO Jensen Huang directly refuted recent Vera Rubin and Kyber production delay rumors, reinforcing Nvidia's position as a dominant AI platform leader. Kyber rack innovations are expected to double GPU density and drive the next phase of Nvidia's AI revenue expansion, with no confirmed shipment delays.

Why it matters: The author reiterates a bullish rating on NVDA, noting shares trade at forward P/E multiples near five-year lows despite expectations for 88% forward EPS growth and 82% revenue growth, with H2 data center revenue potentially beating expectations by 20%.