Nvidia: Ready To Outperform In 2026 -- Again (Rating Upgrade)

Core Insights - Nvidia Corporation's stock has increased by 13.4 times over the last five years, while its revenue has grown 6.8 times during the same period [1] - Over a ten-year period, Nvidia's revenue growth continues to demonstrate significant upward momentum [1] Company Focus - The company emphasizes building a portfolio that balances strong growth potential with solid fundamentals, focusing on high-quality businesses primarily in the U.S. and Europe [1] - Key characteristics of these businesses include industry-leading profitability, low leverage, and potential for growth [1] Investment Philosophy - The investment approach is centered around long-term financial independence, with a focus on capital allocation and portfolio strategy [1] - The company views investing as a means to challenge thinking and maintain curiosity, rather than solely focusing on returns [1]