Daily Quality US Stock Pick2026. 05. 27. 21:30:39NVIDIA: The $5.2T QuestionNVIDIA (NVDA) clears both hard screening thresholds — ROE 114.3%, 3-year FCF CAGR 193.9%. The article covers NVIDIA's AI infrastructure revenue model (Data Center 89.7% of $215.9B FY2026 revenue), three-year financial trajectory, quantified competitive moat (CUDA lock-in, 71.1% gross margin vs. AMD's 49.5%, $18.5B R&D), current multiples (forward P/E 17.4×, P/FCF 49×), and five specific risk vectors with quantified triggers.
