BREAKING
Nvidia Forward P/E Slips to 18x
0
x
Forward P/E
0
x
S&P 500 avg
0
x
Trailing P/E
0
$
July 7 close
0
%
DC GPU share
How the Multiple Compressed
1
Most valuable firm
↓
2
AI doubt grows
↓
3
~$1T value erased
↓
4
P/E compresses
Value Play or Cheap for a Reason
Bull case
Value play
●
Below S&P 500 multiple
●
Returning half of free cash flow
●
Cheap vs history
Bear case
Caution
●
Circular AI spending
●
Hyperscaler capex reliance
●
Demand durability in doubt
Earnings Must Catch Expectations
AI NEWS BLITZ
Nvidia's forward P/E has fallen to eighteen times, now cheaper than Hershey.