Nvidia(US:NVDA) Seeking Alpha·2026-02-08 09:24Core Insights - Since the launch of ChatGPT on November 30, 2022, Nvidia has experienced significant growth in revenues, profits, and stock price, positioning itself as a leader in the AI sector [1] Group 1: Company Performance - Nvidia's revenues, profits, and stock price have grown at an extraordinary rate due to AI tailwinds [1] - The company has seen a remarkable increase in its market position, becoming the world's most prominent player in the AI industry [1] Group 2: Investment Philosophy - The investment strategy focuses on fundamental valuation, aiming to identify underpriced securities based on potential future cash flows [1] - Tactical allocation is employed, with more aggressive investments during lower equity prices and conservative investments when prices are higher [1] Group 3: Historical Investment Success - The company has a track record of significant gains in various sectors, including AI and tech, with notable investments such as NVDA in 2017 yielding an 8000 percent gain [1] - Other successful investments include PLTR at IPO with a 1870 percent gain, AMD in 2017 with a 3700 percent gain, and TSLA in 2016 with a 3400 percent gain [1]