How is AI Reshaping NVDA Stock

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Good morning all and happy GREEN day,

The other day I told you to keep an eye on AMD and man is it exploding this morning! It was one of my trade alerts from my $10k Mission to Million Challenge and I can’t wait to cash out today. 

I also spoke about NVDA not too long ago and I wanted to revisit that today and talk about how the company is changing thanks to things like Robotics, Bitcoin and AI.

AI is fundamentally reshaping the valuation, growth, and investor perception of companies like NVIDIA (NVDA)—and here's how:

1. Explosive Demand for AI Hardware

• NVIDIA dominates AI compute: Its GPUs (especially the H100, H200, and upcoming Blackwell chips) are the backbone of AI training and inference across:
  

  • Chatbots (like ChatGPT)
    

  • Autonomous vehicles
    

  • Data centers
    

  • Edge AI (robotics, IoT, surveillance)
    

• Revenue from its Data Center segment has surged:
  

  • Q1 FY2025: Over $22.6 billion, +427% YoY
    

  • Driven by cloud providers (MSFT, AMZN, GOOGL), startups (OpenAI, Anthropic), and enterprises building AI capabilities

2. Revaluation of NVDA as a Platform, Not Just a Chipmaker

• NVIDIA is no longer seen as just a semiconductor company—it’s being valued like a platform tech company, similar to Apple or Microsoft:
  

  • CUDA ecosystem, AI software stacks, and full-stack solutions (e.g., DGX, Omniverse, Grace Hopper superchips)
    

  • Wide moat from software lock-in and first-mover advantage
    

• Result: Its P/E ratio has expanded significantly, justifying a premium compared to traditional chip stocks

3. AI Hype Cycle Boosting Market Cap

• AI-driven optimism has pushed NVDA into $3+ trillion market cap territory, rivaling Apple and Microsoft
  

• Retail and institutional demand floods in on AI narratives, leading to:
  

  • Massive options activity
    

  • Frequent stock splits (e.g., 10-for-1 in June 2024)
    

  • Index reweighting considerations (NASDAQ, S&P 500)
    
    

4. Strategic Partnerships & Ecosystem Control

• NVIDIA is central to AI deployment across the stack:
  

  • Partnering with cloud giants (Azure, AWS, Google Cloud)
    

  • Providing infrastructure to AI startups
    

  • Dominates in training Large Language Models (LLMs)
    

• Upcoming Blackwell architecture (B200) expected to double performance and reduce power use, keeping rivals (AMD, Intel) playing catch-up

For these reasons, and others, I will have NVDA on my radar not only here in the short term but also as the weeks and months progress. 

Let’s keep an eye out for NVDA earnings and guidance coming up in the days ahead.

Cheers

P.S. Thursday’s FREE CHAT ROOM lineup (Eastern Time):

• 9 - 10 AM: Jason Bond – Premarket scans, small cap gap trades & new SAJ trades

• 10 - 11AM: Jeff Williams – Market Navigator SPY Trade of the Day (Part 2)

• 12 - 1 PM: Kenny Glick – “The Warlock’s” LIVE trades

• 1 - 2PM: Jeff Williams – $10k Challenge revealed

• 2 - 3PM: Jason Bond –Small cap gap trades, new SAJ trades (Part 2)

• 3 - 4 PM: Jeff Williams – Swing Trades, Momentum Setups, Breakouts

• 7 - 8PM: Special A.I. reveal “ADVANCE NOTICE” w/ Jeff Bishop & special guest

That is a packed day 👏

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