At Cash Flow Club , we focus on businesses with strong cash generation, ideally with a wide moat and significant durability. When these companies are bought at the right time, that can be highly rewarding for us. If you are interested in joining our community, start right here !Broadcom Inc. (NASDAQ: AVGO ) saw its shares soar on the news that it would provide 10 GW worth of Artificial Intelligence chips for OpenAI ( OPENAI ), being one of aHe is a contributing author for the investing group Cash Flow Club ...

Core Viewpoint - Nvidia is showing strong potential for further stock price increases, possibly reaching the $200 level, as its valuation multiple decreases despite rising share prices [1][3]. Group 1: Stock Performance - Nvidia's stock price has increased significantly from approximately $48 in late 2022 to nearly $177 in September 2025 [1]. - The trailing price-to-earnings (P/E) ratio has decreased from a peak of 158x in 2023 to about 48x today, indicating a divergence between stock price and valuation [2]. Group 2: Earnings Growth - The earnings growth of Nvidia is outpacing market expectations, which is a bullish signal for investors [3]. - Nvidia's fiscal 2025 sales reached approximately $130.5 billion, more than double the previous year, with the most recent quarter showing revenue of $46.7 billion, reflecting a 56% year-on-year growth [4]. Group 3: Market Sentiment - Analysts view the current scenario as a bullish setup, suggesting that the stock's rally is driven by strong fundamentals rather than overvaluation [3][7]. - The evidence indicates that Nvidia's price gains are supported by real earnings growth, making the rally appear more sustainable [7].