I was looking at the projections for Nvidia $NVIDIA(NVDA)$ , which is expected to bring in more than $1.6 trillion in revenue and $1 trillion in operating profit over the next three years.
It's a staggering set of numbers. Seeing them really drives home why it's still one of my highest-conviction positions for the AI theme. There aren't many companies that have ever scaled at that pace.
The demand for AI infrastructure keeps accelerating, Blackwell adoption is broadening, and hyperscalers are still ramping up their AI capex. Looking ahead, I think $NVIDIA(NVDA)$ could hold up well if it stays above some key support levels. Short-term volatility and some profit-taking are to be expected after a big run, but I'd see any pullbacks more as a chance to add than a reason to exit.
For anyone holding, I think patience is key. The idea isn't to react to every move, but to hold onto exceptional companies through the cycles.
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