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The piece reinforces a long-term upside case for NVDA by framing decelerating earnings as compatible with substantial absolute gains and potential re-rating, especially if data-center demand and AI infrastructure spend stay robust. This supports a thesis for higher valuation realization over multi-year horizons, though immediate catalysts remain uncertain.
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Investor Nancy Tengler argues Nvidia can double over 5–10 years even as earnings growth slows to 20–30%. She contrasts this with Azure’s resilience to deceleration, suggesting large tech firms can still deliver meaningful upside while expanding earnings. The key lever for Nvidia remains durable data-center demand and AI infra spending, which could justify a re-rating despite slower growth.
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