Nvidia is a Monopoly | $3000 Stock (First $10 Trillion company)?

[Get Ya Wig Split]

It is clear that China has no chance of catching up to the US in AI, this is literally insane. Currently, both Microsoft and Apple are on the verge of reaching a market capitalization of 3 trillion dollars. China is playing with fire!!!

@F-22Raptor @Hamartia Antidote

@beijingwalker

 

[Get Ya Wig Split]

https://twitter.com/x/status/1659227435810865153

My prediction by 2030:

APPLE: 6 Trillion
TESLA: 5 Trillion
NVIDIA: 5 Trillion
MICROSOFT: 4 Trillion
GOOGLE: 4 Trillion
AMAZON: 2 Trillion
FACEBOOK: 2 Trillion
AMD: 1 Trillion
ORACLE: 1 Trillion
INTEL: 1 Trillion

 

[F-22Raptor]

It is clear that China has no chance of catching up to the US in AI, this is literally insane. Currently, both Microsoft and Apple are on the verge of reaching a market capitalization of 3 trillion dollars. China is playing with fire!!!

@F-22Raptor @Hamartia Antidote

@beijingwalker

Nvidia controls the AI industry, and AI is all the rage in tech today. Nvidia also has a big MOAT since they own a 90% market share.

 

[F-22Raptor]

An it’s hard to see how China will be able to compete with the US in AI without access to the latest Nvidia AI chips.

 

[Get Ya Wig Split]

An it’s hard to see how China will be able to compete with the US in AI without access to the latest Nvidia AI chips.

Further, AI is also about data access. The US has a clear lead over the rest of the world by a lot. Not even close!

https://twitter.com/x/status/1662121168688799744

 

[Skull and Bones]

AI hype for stocks will die down in the next 2 quarters as the hype of EV died down. I cannot justify a PE of 170 for Nvidia in near term.

I invested in Nvidia at around 150-180 range, and liquidated my position at about 270-280 range, and invested into google during the ChatGPT fallout at $97 average.

Which I liquidated at $122, and reinvested into Paypal at $63.

Only stock that is inherently undervalued and holding for long term is Palantir.