I'd Buy This Stock If I Lost Everything Today

The article is a bullish buy recommendation for NVIDIA (NVDA.OQ), arguing the company is the core supplier for the AI infrastructure build-out. It highlights FY2026 results—$215.94B revenue (+65.5% YoY), $120.07B net income, and $96.58B free cash flow—plus a $68.13B Q4 and strong Data Center performance. Management guided Q1 FY2027 revenue to about $78B while assuming no China Data Center compute revenue. Valuation metrics cited include a trailing P/E of 43, forward P/E of 26, 101.5% ROE, and substantial buybacks. Risks noted include China exclusion, reliance on TSMC, high beta and supply commitments. Overall tone is bullish: the author would repurchase NVDA first if starting from scratch.