To The Moon

🌟🌟🌟This has been a week like no other as Donald Trump won an astounding victory to be the 47th President of the United States of America.  On top of that the Feds has cut interest rate by 0.25% pivoting the US markets to hit new highs.  This week Nvidia $NVIDIA Corp(NVDA)$  reached a historic milestone to become the world's most valuable publicly traded company with a market valuation of USD 3.58 Trillion, ahead of Apple $Apple(AAPL)$  at USD 3.38 trillion.

Nvidia has been inducted into the Dow Jones Industrial Index (DJIA) on November 8, replacing Intel.  The Dow's decision to include Nvidia highlights Nvidia's impressive growth and prominence in areas like Artificial Intelligence, Gaming and  high performance computing.  The DJIA with its 128 year history, has often been regarded as an emblem of America's Industrial Might.

This week has also seen Nvidia reaching its all time high of USD 149.77.  Even though it has pulled back slightly by 0.8% on Friday, Nvidia is still up 7.5% in the past 5 days. Nvidia has skyrocketed a huge 206% year todate.  In 2023, Nvidia has jumped 217%.

Nvidia now dominates the AI accelerator market, designing 70% to 95% of the world's AI chips.  These high tech GPUs are the backbone of the AI technology that is found in OpenAI 's ChatGPT and Google' s Gemini.

Nvidia's 850% market value surge since late 2022 highlights CEO and Founder Jensen Huabg's strategic pivot to AI.  Nvidia's foresight has positioned it at the epicentre of an industrial revolution, driving transformative change across business and every day life.  Jensen Huang's vision and foresight has not just paid off, it has put Nvidia is a league of its own.

Nvidia's GPUs such as the Hopper H100, have become essential for AI training, propelling Nvidia to the Top of AI chain.  However Nvidia is not content to rest on its laurels.  It is now planning its next major leap forward with its Blackwell Series, which is set to deliver 2.5 times the performance of its predecessor the Hopper, in training AI systems.

Jensen Huang said that Generative AI is the defining technology of our time.  Blackwell is the engine to power this new industrial revolution.  Working with the most dynamic companies in the world, Nvidia will realise the promise of AI for every industry. 

In June this year, Nvidia has announced its next generation AI Chip architecture named Rubin.  This announcement comes just months after the unveiling of the Blackwell Model in March 2024.  Rubin is set to start shipping in 2026 and promises improved power efficiency. 

Nvidia is set to announce its fiscal year 2025 3Q results on November 20.  It has an excellent track record of performing better than expected.  One of the main reasons is that Nvidia's GPUs demand is growing so quickly that supply couldn't keep up.  Jensen Huang said that the demand for Blackwell GPUs is "insane". 

I have invested in Nvidia 4 months ago.  In that time I have seen its share price dipped below USD 100 but I held on with the firm belief that Nvidia has lots of exponential growth ahead. 

Wall Street Analysts are bullish on Nvidia with a Buy rating, Average Target price of USD 154.28, an upside potential of 4.5% according to 41 analysts surveyed by Tipranks. 

By the end of 2025, the AI Chip industry is expected to surpass USD 91.5 billion in revenue with double digit growth projected to continue through to 2028.   Big Tech companies like Microsoft, Google and Amazon are in a tight race for AI dominance and Nvidia is the picks and shovels of AI. 

There is no stopping Nvidia's momentum as it continues to drive the next wave of AI innovation.  Nvidia is charging ahead at warp speed, cementing its lead in AI Robotics and chipmaking. 

That is why Nvidia will remain my tactical bet on the AI revolution in the years to come. 

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