To The Moon

NVIDIA continues to stand out as one of the most compelling long-term growth plays in the technology sector. In its first quarter of fiscal 2026, it delivered revenue of US $44.1 billion, up approximately 69 % year-over-year.  In the second quarter, the company reported revenue of US $46.7 billion, up about 56 % from a year ago.  These numbers underline how NVIDIA is riding a very strong wave of demand for advanced compute, especially in artificial intelligence (AI) and data centres.

Profitability metrics further bolster the case. For the twelve months ending July 31, 2025 the gross margin stood at around 69.9 %.  The net profit margin has been exceptional, with data showing a net margin of over 52 % in recent reporting.  High margins like these suggest NVIDIA isn’t just growing top-line revenue, but doing so with strong operational leverage and pricing power.

Looking ahead, the pathway to a US $500 share price feels realistic provided a few things align: the secular momentum of the AI/data-centre market remains robust; NVIDIA maintains or improves its margins; and it continues to translate leadership in compute into a broad ecosystem of hardware, software, and services. With current revenue well over US $160 billion (as of the trailing twelve-month figure ending July 2025) and significant growth ahead, scaling into the US $300-400 billion revenue range or more is entirely plausible in a multi-year horizon.  If earnings grow and the market assigns a premium multiple reflecting dominant leadership, a $500 target becomes far from speculative.

In short: if you believe that AI infrastructure, high-performance compute and data centre build-out will continue at a rapid pace—and that NVIDIA will remain at the centre of it—then NVDA offers a very attractive long-term upside. It isn’t simply a chip-maker; it is positioning itself to be the backbone of the next era of computing. For investors with a three-to-five-year horizon and comfort with the technology cycle risks, this could be a strategic addition.

Of course, no investment is without risk. Execution must be flawless, supply-chain/geopolitical issues may intervene, and competition is real. But given the numbers and the market positioning, the reward side appears heavily tilted in favour of NVIDIA. If you’re comfortable with the long game, I recommend considering NVDA with a target of US $500 in the coming years.