$NVIDIA Corp(NVDA)$ I will bet on it. When you have a chipset that you can't produce fast enough for your customers and you calling the shot on the pricing. All these are indication that you craft your own path. Unless there is another AI chipset on the market which can challenge Nvidia , but there aren't any right now. With TSMC stellar Q result, it is not hard to imagine a significant portion is from Nvidia orders. Anyone know when is Nvidia reporting day? Thanks.
$NVIDIA Corp(NVDA)$ justbmy gut feeling that it will not happen within this year. The forward earring is too high and among peer. Having say that, I will bet my money on that in 2025.