Why Nvidia Stock's Real Story Is Mispriced (NASDAQ:NVDA)
1. Nvidia's FY2025 FCF valued at ~$469 (bull) to ~$50 (bear) per share. 2. Blackwell NVL72 enables recurring inference monetization for consistent cash flow. 3. 5.9 million CUDA developers locked-in, strengthening Nvidia's market position. 4. U.S. export controls and tariffs raise geopolitical tensions affecting operations. 5. Nvidia redefines AI value chain as a vertically integrated utility.