Nvidia Is Still the King: 1 Clear Reason the Rubin Upgrade Cycle Means the Stock Is Not in a Bubble

Nvidia is poised for significant growth driven by its upcoming Rubin chip architecture launching later in 2026, which offers 10x reduction in AI inference costs and 4x reduction in training costs. Despite 25% higher pricing than Blackwell chips, analysts project 81% revenue growth for FY2027 and 41% for FY2028. With major AI hyperscalers expected to spend over $1 trillion on data center capex in 2027, the author argues Nvidia stock is undervalued and not in a bubble.