Why I Keep Buying NVIDIA Stock—And Won’t Stop Soon

Quick Read

• Nvidia (NVDA) is a buy at $216.61, with Q4 FY2026 revenue up 73.2% YoY and record backlog.

• Nvidia’s CUDA moat and Rubin roadmap offer 10x inference cost reduction versus competitors, securing demand.

• The analyst who called NVIDIA in 2010 just named his top 10 AI stocks. Get them here FREE.

I keep buying NVIDIA (NASDAQ:NVDA), and I am not going to pretend otherwise. Every paycheck, every rebalance, every dip that lasts more than a week, I add. The reason is simple. The company is selling the one product the entire technology industry is begging for, and the order book keeps getting longer.

My conviction is about a build cycle. Jensen Huang called it “the AI industrial revolution,” and the spending behind it shows up in my account statements. When Meta commits to millions of Blackwell and Rubin GPUs, when OpenAI signs for at least 10 gigawatts of NVIDIA systems, and when CoreWeave plans 5+ gigawatts of AI factories by 2030, I am buying a backlog.

The analyst who called NVIDIA in 2010 just named his top 10 stocks. Get them here FREE.

The numbers that keep my finger on the buy button

Start with Q4 FY2026. Revenue landed at $68.13 billion, up 73.2% year over year, with non-GAAP EPS of $1.62 against a $1.52 consensus. Net income rose 94.47% to $42.96 billion in a single quarter.

Data Center revenue alone hit $62.31 billion, up 75%, and Data Center Networking jumped 263%….