Nvidia at Full Throttle: Can the $150 Dream Hold Up Under the Hood?
@orsiri:
As Nvidia hits a staggering $3.45 trillion and reclaims the crown, the real question is: are we early… or already late? $NVIDIA(NVDA)$ has done it again—zipped past $Microsoft(MSFT)$ to claim the title of the world’s most valuable company. At a $3.45 trillion market cap and a recent close of $141.92, it's trading near all-time highs and stirring dreams of a surge to $150. But as I peer under the bonnet of this AI-powered juggernaut, I'm asking myself: is there still fuel in the tank, or are we revving in neutral? Dominance forged in silicon, accelerated by data’s upward flow The Valuation Riddle: What’s Already Priced In? Let’s get the obvious out of the way—Nvidia is not cheap. With a trailing P/E of 45.