Tigerong
12-15

NVIDIA needs little introduction as it’s currently the hottest stock in the market, thanks to its dominance in AI hardware. At one point in 2024, it briefly overtook Apple as the world’s most valuable company. While it’s now back at number two, that’s still an impressive feat.

On December 9, 2024, China’s State Administration for Market Regulation launched an antitrust investigation into NVIDIA, alleging potential violations of anti-monopoly laws. This is widely seen as a counter-move against U.S. restrictions on China’s chip industry. The probe targets NVIDIA’s AI chip market dominance and its compliance with conditions from its 2020 Mellanox Technologies acquisition.

According to Morningstar, NVIDIA's fair value estimate is $130, while its current share price is slightly above that at $139, reflecting some degree of overvaluation.10-Year Revenue CAGR: 31%

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The Federal Reserve will announce a rate decision on Wednesday, Dec. 18. It's expected December will cut another 25 bps. However, economists are now expecting fewer cuts in 2025. The keypoint of this meeting is the dot plot about 2025 rate cuts. ------------------------- How do you expect the final rate cut this year? Will fewer rate cuts in 2025 force the market decline?
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