Home Earnings Analysis Tech  Summary Nvidia Corporation remains my Strong Buy, leading the AI revolution and outperforming the S&P 500 with a 17% gain since my last analysis. NVDA stands to benefit from massive capex spending by tech giants, with data center demand and AI-driven growth supporting robust top and bottom line expansion. Despite trading at only an 18% premium to the S&P 500 on forward P/E, NVDA's technological edge and sector-wide relevance justify a much higher multiple. Key risks include capex not translating to earnings, rising competition, and macro headwinds, but NVDA's moat and innovation remain compelling. Bet_Noire/iStock via Getty Images Although my bullish thesis is playing out as anticipated, quite frankly, I thought Nvidia Corporation ( NVDA ) would outperform the benchmark by a larger margin.…