By Keithen Drury
Publication Date: 2026-03-22 22:33:00
Nvidia (NVDA 3.17%) is at a unique point in history. With the rise of artificial intelligence (AI) data centers, Nvidia has transformed into a new company since 2023, and each year, the same trend happens with the stock.
At the start of the year, Nvidia tells investors about all the growth it’s going to generate and how high AI demand is. Every year, the market doubts Nvidia, then the growth comes, and in the second half of the year, the stock soars.
I see that same trend starting this year, and fortunately for investors, the market hasn’t caught on quite yet. This disconnect creates a huge opportunity to buy the stock now and profit from history. Investors shouldn’t delay, as the stock could easily start its rally at any time.
Image source: The Motley Fool.
Nvidia’s growth usually starts around its Q1 earnings release
Starting in 2023, you have to remember that the consensus was that the economy was heading into a recession in late 2022 and early 2023. As a result, optimism was not high. Furthermore, the market was coming off a cryptocurrency crash, which created an inventory excess for Nvidia, causing its earnings to plummet.
As a result, Nvidia entered 2023 on a relatively grim outlook, but all of that changed in Q1 when it told investors about huge AI demand.
Unfortunately, I don’t have the price of forward earnings data dating back to 2023, but I do have it for 2024. That year, the same thing happened. Investors assumed Nvidia’s growth…
