<div id="readability-page-1"><div><div><p>As Americans set off fireworks for the Fourth, <strong>Nvidia Corp</strong> <span>NVDA</span> CEO <strong>Jensen Huang</strong><strong> </strong>might need a bigger sparkler. The stock just closed at $159.34 on Thursday, less than 3% shy of the historic $4 trillion market cap milestone. If it hits $164, it'll become the first chipmaker — and only the second U.S. company after <strong>Microsoft Corp</strong> <span>MSFT</span> – to touch that number.</p><p>That's not just bullish momentum. That's a whole new orbit.</p><h2>The Fundamental Setup</h2><p>After a brief tariff tantrum over AI chip restrictions to China, Nvidia didn't just bounce back – it rocketed. A Morgan Stanley note this week citing &#34;very strong demand for all Blackwell form factors&#34; poured fuel on the fire, reported The Information. And while China sales are under pressure, Europe is stepping up: Nvidia's slew of new partnerships with European AI developers could be the offset investors needed.</p><p><strong>Read Also: Everyone Talked About Nvidia, Apple And Tesla, But This One Tech Stock Has Left Them All Behind In 2025</strong></p><h2>Competitive Smoke, No Fire</h2><p>Despite whispers of rivals like Microsoft and <strong>Alphabet Inc</strong>‘s <span>GOOGL</span> <span>GOOG</span> <strong>Google</strong> designing custom AI chips, none have dented Nvidia's dominance. In fact:</p><ul> <li>OpenAI walked back TPU hype, saying no plans to scale Google's chips.</li> <li>Microsoft hit delays in developing its own silicon.</li> <li>Even Apple's AI efforts remain niche, not threatening.</li> </ul><h2>Valuation? Still Reasonable</h2><p>For skeptics calling this a bubble, here's the kicker: Nvidia trades at a discount to <strong>Advanced Micro Devices Inc </strong><span>AMD</span> and close enough to <strong>Broadcom Inc</strong> <span>AVGO</span> on forward earnings. Per Benzinga Pro data, NVDA stock currently trades at a forward earnings ratio of 36.63, while AMD and AVGO trade at 37.18 and 32.89 P/E (forward), respectively.</p><p>In a market where megacap stocks are routinely accused of being overpriced, Nvidia's numbers remain surprisingly grounded – if not a bargain, then at least justifiable.</p><h2>Trading Idea: Long Into the $4 Trillion Launchpad</h2><p><em>Chart created using Benzinga Pro</em></p><p>For those looking for ways to trade/position for the $4 trillion Nvidia moment, you could consider:</p><ul> <li><strong>Accumulate Zone</strong>: Accumulating on any dip below $158 if markets stay risk-on.</li> <li><strong>Breakout Trade</strong>: Watching any breakout above $164 closely, targeting $170+ short-term.</li> <li><strong>Risk Management</strong>: Place stop-loss near $152; reevaluate on new China-related headlines.</li> </ul><p>AI may be the buzzword, but Nvidia's grip on the real infrastructure behind the hype hasn't loosened one bit. With competitive threats fizzling and new demand corridors opening in Europe, the next few days could deliver a firecracker of a milestone: $4 trillion — and counting.</p><ul> <li><strong>The Inverse Cramer AI Play: How Nebius Combines Tesla Vibes With Nvidia Muscle</strong></li> </ul><p>Image: Shutterstock</p></div></div></div>

NVDA

NVDL

07788

07388

NVDY

NVDD

NVDX

NVDQ

SOXL

<p>Nvidia Corp is nearing a historic $4 trillion market cap, closing at $159.34, just shy of the milestone. A surge in demand for AI chips, despite challenges in China, has fueled optimism. Analysts note Nvidia's valuation remains reasonable compared to competitors. Investors are advised to accumulate shares below $158 and watch for a breakout above $164, targeting $170+. With competitive threats diminishing and new opportunities in Europe, Nvidia is poised for significant growth in the coming days.</p>

- Nvidia Corp's stock closed at $159.34, nearing a historic $4 trillion market cap, with a target of $164 to achieve this milestone.  
- Despite challenges in China, strong demand and new partnerships in Europe are bolstering Nvidia's position, while competitors like Microsoft and Google struggle to make significant impacts.  
- Nvidia's valuation remains reasonable compared to peers, and trading strategies suggest accumulating shares below $158 and monitoring for a breakout above $164.

Benzinga

NVIDIA

GraniteShares 2x Long NVDA Daily ETF

XL2CSOPNVDA

XI2CSOPNVDA

YieldMax NVDA Option Income Strategy ETF

Direxion Daily NVDA Bear 1X ETF

T-Rex 2X Long NVIDIA Daily Target ETF

T-Rex 2X Inverse NVIDIA Daily Target ETF

Direxion Semicon Bull 3X

Nvidia's $4T Countdown: Will Next Week's Chart Print A Trillion-Dollar Breakout?