# Nvidia's Irony Keeps Me Buying

> Nvidia's growth outpaces its valuation, making overpriced claims feel like a mispricing opportunity
- Title: Nvidia's Irony Keeps Me Buying · Yahoo Finance | Shortify
- Summary: Nvidia's growth outpaces its valuation, making overpriced claims feel like a mispricing opportunity Nvidia's earnings power is accelerating faster than its…
- Keywords: nvidia, nvda, fiscal 2028, data center, networking, gpu, ai cloud, vera rubin, hong kong, business, finance, Nvidia's
- Source: Yahoo Finance — https://finance.yahoo.com/markets/stocks/articles/think-nvidia-overpriced-irony-keeps-131532848.html
- Published: 2026-09-16T13:15:32+00:00
- Read time: 1 min
- Topics: nvidia, nvda, fiscal 2028, data center, networking, gpu, ai cloud, vera rubin, hong kong, ai, business, finance
## Growth Acceleration
Q2 revenue hit $96.22 billion, up 105.8% year over year, with data center alone at $89.02 billion.

> Q2 FY2027 revenue landed at $96.22 billion, up 105.8% year over year
## Networking Dominance
Networking segment generated $40.31 billion in one quarter, up 138% year over year.

> Networking inside that segment printed $40.31 billion, up 138%
## Earnings Power
Analyst EPS estimates climbed from $12.67 to $15.57 in 90 days, signaling strong earnings growth.

> Analyst EPS estimates for NVDA climbed from $12.67 to $15.57 in just 90 days
## Valuation Paradox
Nvidia's forward P/E of 24 and PEG ratio of 0.46 suggest a GARP stock despite a $5.12 trillion market cap.

> NVDA's forward P/E of 24 and PEG ratio of 0.46 reveal a GARP stock hiding inside a $5 trillion market cap
## Capital Returns
Nvidia returned $26.0 billion to shareholders through buybacks and dividends with $99.0 billion remaining under authorization.

> NVIDIA returned roughly $26.0 billion to shareholders through buybacks and dividends
## Risk Profile
Nvidia faces $279 billion in supply commitments and $108.5 billion in guarantee obligations tied to AI cloud partners.

> The scary line in the filings is $279 billion in supply commitments, most of it memory for Vera Rubin
## Why Buy?
Management calls the supply arrangement durable and fungible, with demand pool wider than any single customer.

> We recognize the scale of this support, and we know some will call this circular financing. We see it differently.
## Key takeaway

Nvidia's earnings power is accelerating faster than its stock price multiple