By Ricardo Pillai
Publication Date: 2026-03-21 21:05:00
Is NVDA a good stock to buy? We came across a bullish thesis on NVIDIA Corporation on Equity Analysis’s Substack. In this article, we will summarize the bulls’ thesis on NVDA. NVIDIA Corporation’s share was trading at $180.25 as of March 13th. NVDA’s trailing and forward P/E were 36.79 and 22.47, respectively according to Yahoo Finance.
Photo by Christian Wiediger on Unsplash
NVIDIA Corporation is increasingly positioned not just as a semiconductor company but as the foundational infrastructure provider for accelerated computing and artificial intelligence. Originally known for gaming GPUs, the company has evolved into a dominant platform powering AI, data centers, and high-performance computing through a tightly integrated stack of advanced semiconductors, high-speed networking, and proprietary software. Read More: 15 AI Stocks That Are Quietly Making Investors Rich
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Its business is primarily driven by the Compute & Networking segment, which generates nearly 90% of revenue and the vast majority of operating profit, reflecting the structural shift toward AI infrastructure. Within the semiconductor ecosystem, NVIDIA operates as a fabless designer, relying on partners such as Taiwan Semiconductor Manufacturing Company for fabrication while focusing on processor architecture, system integration, and its proprietary CUDA software ecosystem.
This ecosystem creates…