I Know It Sounds Crazy, But I Keep Buying This Stock

The article is a bullish market commentary arguing that NVIDIA (NVDA.OQ) remains a buy despite its massive market cap, driven by exponential AI compute demand and customer commitments from Meta, OpenAI, Anthropic and major cloud providers. Key fundamentals cited include a $68.13B Q4 FY2026 quarter (up 73.2% YoY), $215.94B FY2026 revenue, 75.2% non‑GAAP gross margin, and very strong free cash flow and buyback activity. The author acknowledges China export restrictions and lost China data‑center revenue but notes management still guides to roughly $78B for the next quarter, implying global demand and supply constraints (TSMC wafer limits) sustain upside. Overall tone implies continued investor buying and supports a bullish outlook on NVDA, while flagging regulatory/China risk as the primary caveat.