Nvidia Corporation is rated a Strong Buy, with robust EPS growth, a next-gen Vera Rubin chip ramp, and an undemanding 14.5x FY28 forward P/E. Q2 FY27 saw 106% YoY revenue growth, and 120% EPS growth, and data center revenue now comprises 92.5% of total sales. CapEx spending by hyperscalers is accelerating, with Vera Rubin expected to reach 20% of data center revenue in Q3 and $1.3T in CapEx forecasted for 2027.
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