1. Recent insider sales at Nvidia are not a concern, as AI market fundamentals remain strong; 2. Nvidia's free cash flow growth, driven by Blackwell GPUs and future product cycles, is underestimated, with projections of $100B annual FCF in 2025 and $250B by 2030; 3. Despite risks in Data Center GPU demand, Nvidia's valuation remains attractive due to sustained AI-driven spending and annual product innovation.
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