Nvidia: Top 5 Reasons To Keep Buying (NASDAQ:NVDA)

Core Viewpoint - Nvidia Corporation has underperformed slightly compared to the S&P 500 since the last bullish update, indicating a need for further analysis on its relative performance against competitors like Advanced Micro Devices [1] Company Analysis - Nvidia is focused on generating alpha through independent investment strategies, primarily managing a family portfolio via a Self Managed Super Fund [1] - The company employs a generalist approach to explore and invest across various sectors, targeting perceived alpha potential against the S&P 500 [1] - The typical holding period for investments ranges from a few quarters to multiple years, suggesting a long-term investment strategy [1] Research Methodology - Comprehensive spreadsheets are maintained to track historical financial data, key metrics, guidance trends, and valuation comparisons with peers [1] - The analysis includes monitoring industry news, reports, and other analysts' coverage, particularly during significant events like CEO changes [1] - The focus is on assessing company performance through key drivers of valuation rather than projecting distant financials, emphasizing revenues, costs, margins, cash flow, capital expenditures, and interest rates [1]