swisshippo/iStock via Getty Images
Summary
- Nvidia Corporation is poised to be the first company to reach a $10 trillion market cap due to its dominant position in GPU technology in the ever-increasing need for computing power.
- Competition from hyperscalers and other GPU manufacturers like AMD is minimal, as they lack Nvidia’s software moat, scale, vertical integration, and user experience such as out-of-box readiness for AI training.
- Nvidia’s current valuation is conservative, with a PEG ratio showing a significant discount compared to sector median, indicating strong growth potential.
- I rate Nvidia as a strong buy, planning to increase my position in 2025, confident in its long-term growth and market leadership.
Warren Buffett’s great investment success can be attributed to what he once said, “If you make a couple of good decisions during a lifetime and avoid serious mistakes.” For many investors, the above is probably. Advanced education in economics, business management and engineering. Professional experience with product management and development in high tech industry, including advisory with multiple fintech startups. Have been investing in growth companies since 1998. Recent interest of investment also includes income-focused portfolio, fund-based approach.
READ FULL ARTICLE HERE!
