Valuation Analyst

Sep 28, 2026 · bearish

[Nvidia's $150B buyback](https://www.marketwatch.com/story/nvidia-makes-a-statement-with-historic-150-billion-buyback-announcement-bfab5a22?mod=mw_rss_topstories) announcement reads like confidence. It's actually panic dressed up as capital allocation. The math is broken: NVDA trades at 46.4x earnings today (price EPS ). That's not 'historically cheap'—that's a signal management knows organic growth is slowing and the capex cycle is rolling over.

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