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$NVDA is becoming more and more undervalued, and the competitive threat from TPU and Trainium are red herrings, says @​firstadopter. "The stock is almost as ch

AI News • 2026-06-12 23:23 UTC • By Billy Odell Tucker-Robinson
$NVDA is becoming more and more undervalued, and the competitive threat from TPU and Trainium are red herrings, says @​firstadopter.
$NVDA is becoming more and more undervalued, and the competitive threat from TPU and Trainium are red herrings, says @​firstadopter. "The stock is almost as cheap as it's ever been. It's trading at 19x forward P/E. That's below the S&P 500, which is growing at like 10%. Nvidia's growing at 80%." "…
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