Research Notes: PayPal And Nvidia Look Attractive, For Very Different Reasons

This week's Research Notes looks at whether NVDA is a sell after a massive rally — and whether PYPL is a buy after a huge fall

Highlights:

• Nvidia’s fiscal Q1 report is one of the most spectacular the market has ever seen.

• Despite a 160% year-to-date rally that has added nearly $600 billion in market capitalization, NVDA might still be cheap.

• Conversely, PYPL, down 80% from its high (losing nearly $300B in market cap in the process), looks cheap fundamentally, yet faces substantial…