By Alex Sirois
Publication Date: 2026-09-30 11:15:00
Jim Cramer called for a $500 billion buyback and named Nvidia the single best investment Jensen Huang can make. The math behind that argument is harder to argue with than you might expect.
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My position in NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) has grown after every earnings report for years, and I plan to keep going. This week Jim Cramer made a case that matches the math I keep doing at my kitchen table.
Why I Keep Coming Back to NVIDIA
NVIDIA sells the whole AI factory: GPUs, CPUs, networking and the CUDA software developers build on. Jensen Huang put it simply: “Now, compute is revenue.” If a company turns compute into revenue and owns the full stack, I want to own a growing share of it for my retirement.
Three Receipts Behind Every Purchase
First, growth keeps speeding up. Second-quarter fiscal 2027 revenue reached $96.22 billion, up 105.8% YoY, and Data Center revenue rose 117% to $89.02 billion. Management guided to $108.0 billion next quarter and expects fiscal 2028 revenue to grow approximately 70%, which it called “a supply-constrained outlook.”
Second, the profitability holds up. Operating margin is 60.38%, return on invested capital at 92.2%, and interest coverage at 503.4x. Non-GAAP EPS of $2.22 beat the $2.09 estimate, the 5th consecutive beat.
Third, shareholders get paid more every year. NVIDIA raised…
