Jensen is on a plane to beijing with trump, elon, and tim cook. Trump called him personally because when your company is worth more than every country except two you get a seat on the plane.
The numbers have gone full parody mode $5.7 trillion market cap as of yesterday and was $400 billion three years ago. idk what happening it gained 250 billion in a single day which is more than the entire market cap of 95% of public companies. Bank of america just raised their target to 320 dollar implying another 45% upside.
It worth more than the combined stock markets of germany, france, and the uk lol and worth more than every other semiconductor company on earth combined. Amd, intel, broadcom, tsmc, qualcomm, arm, all of them together don't add up to nvidia.
the wild part is they did this while earning basically zero from china because of export controls so the beijing trip is about opening that market for the h200 chip. Reuters says the US just cleared about 10 chinese firms to buy it nd if china opens up nvidia's revenue could jump another 15-20% on top of already insane growth.
every single gpu powering every AI tool you use runs through nvidia like every chatgpt prompt, every claude conversation, every video generated through kling or magic hour, every image midjourney produces, every line of code cursor writes, every single ai computation burns nvidia silicon.
the bear case is that every major customer (google, amazon, microsoft, meta) is designing custom chips to reduce nvidia dependency but cuda lockin is real, the software ecosystem has millions of developers building on nvidia's stack and switching costs are measured in years not months so by the time alternatives are viable nvidia will have shipped blackwell and vera rubin and probably something else we haven't seen yet.
positions or ban as they say. what's everyone's read going into next week?
Nvidia just hit $5.7 trillion and jensen huang is literally on air force one right now
byu/Healty_potsmoker instocks
Posted by Healty_potsmoker
9 Comments
Uh ummm…. take it easy on the pot ?
ðŸ¤ðŸ¤—
It’s always a concern when people hype companies based on them being larger than whole markets. Tesla has been massive for years larger than several of the car manufacturers (yes I know you’re going to say they’re a tech company) and that’s not even a negative for the stock as it had years of price rises in that time.
The liquidity has to go somewhere and the market has been booming. I’m not even a bear, Ive made stupid returns in the last month alone.
Still, these dizzying heights are going to have some large falls when the market eventually does correct, be that weeks or years from now.
Ponzi will keep ponzi going
>every single gpu powering every AI tool you use runs through nvidia like every chatgpt prompt, every claude conversation, every video generated through kling or magic hour, every image midjourney produces, every line of code cursor writes, every single ai computation burns nvidia silicon.
>the bear case is that every major customer (google, amazon, microsoft, meta) is designing custom chips to reduce nvidia dependency but cuda lockin is real,
This is all quite wrong. AMD is gaining traction and the cuda lockin has already faded at this pointÂ
I can’t even afford to fix my car.
That’s only about $700 per human living today!
5.7 – 2 (SpaceXai) – 1 (openAI) – 1 (Anthropic) = 1.7
Air Force One. The Oligarch Express.
Just fyi that AMD will own inference and has hardware coming out that completely shits on NVIDIA in all of the important aspects that LLMs care about
For those that want in on the bottom 🤑