Nvidia: All-Time High Is In Sight, Upgrade To Strong Buy

Core Viewpoint - Nvidia Corporation (NASDAQ: NVDA) is positioned well for growth heading into 2025, with valuations having decreased despite a strong performance in share prices [1]. Group 1: Company Analysis - The stock of Nvidia has experienced a significant run, indicating strong market interest and potential for future earnings growth [1]. - The focus is on identifying high-quality companies with strong balance sheets and shareholder-friendly policies, which aligns with Nvidia's financial health [1]. Group 2: Investment Strategy - The investment approach emphasizes a disciplined valuation method and a mix of quantitative and qualitative measures to uncover underappreciated opportunities in stocks [1]. - A long-only investment strategy is adopted, with a focus on long-term growth potential [1].