Daniel Chetroni
Introduction
My 'Strong Buy' Nvidia (NASDAQ:NVDA) recommendation as of November 15 kept up pretty well until the DeepSeek R1 panic. As a result, the stock is currently around 6.5% cheaper than it was on November 15.
My
Nvidia: Path To $5 Trillion+ Market Cap
Summary
- Yesterday's announcement about including Firefly Neuroscience in the Nvidia Connect program further broadens Nvidia's extensive ecosystem and enhances its growth potential in the $10 trillion healthcare market.
- Nvidia's robust R&D spending and strong balance sheet ensure it stays way ahead of the main competitor, AMD, which is struggling with inventory and uncertain AI revenue growth prospects.
- AI tailwinds, including major projects like OpenAI's Stargate and positive news from Europe, reinforce Nvidia's growth prospects.
- Despite geopolitical risks and potential earnings volatility, Nvidia's long-term growth outlook and AI market positioning make it a compelling investment.
Coming from an IT background, I have dived into the U.S. stock market seven years ago by managing portfolio of my family. Starting managing real money has been challenging for the first time, but long hours of mastering fundamental analysis of public companies paid off and now I feel very confident in my investment decisions. My hands-on experience shaped deep understanding of risk, reward and the delicate balance between these two variables. Driven by a desire to share my insights and contribute to the investor community, I embark on this new chapter with Seeking Alpha. My articles will be crafted with clarity and precision, devoid of jargon and fostering accessibility for investors of all experience levels. My background in IT grants me a valuable perspective, particularly when navigating the complexities of technology stocks. Yet, my pursuit of knowledge extends beyond the realm of silicon, encompassing diverse sectors and uncovering promising prospects across the economic landscape. Whether you are a seasoned investor seeking fresh perspectives or a nascent one embarking on your financial voyage, I extend a warm invitation to join me on this intellectual journey. Through collaborative exploration and insightful analysis, let us unlock the secrets of the market and chart a path towards shared financial success.
Analyst’s Disclosure: I/we have a beneficial long position in the shares of NVDA either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
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