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Summary
- The recent Blackwell deployment by Microsoft and the integration with closed-loop liquid cooling suggest to me that Nvidia Corporation is poised for another ramp-up in its AI chip sales.
- The company could become a one-stop AI shop with Blackwell’s superior performance (both in terms of computing throughput and energy efficiency) and its software ecosystem.
- The upside from this scenario is too large to ignore and outweighs all the negatives (such as high P/E, antitrust concerns, etc.).
- I am Envision Research. I hold a Masters in Quant Investment. I lead the investing group Envision Early Retirement where we offer proven solutions to generate both high income & high growth with isolated risks.
NVDA stock: Previous thesis and new Blackwell developments
My last article on Nvidia Corporation (NASDAQ:NVDA) was published a bit more than a month ago by Seeking Alpha. As you can tell, our core style is to provide actionable and unambiguous ideas from our independent research. If your share this investment style, check out Envision Early Retirement. It provides at least 1x in-depth articles per week on such ideas.
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