$NVIDIA(NVDA.US) Nvidia after hours continuing to climb.
$5.26T company.I would imagine Jensen is smiling a little today, the stock has been essentially flat for the past 7 months. Seems like investors are realizing that it is very hard to be bullish on AI, capex, semiconductors, and more without having exposure to the company at the center of it.That doesn't mean that company will outperform many smaller names that simply have an easier path to doubling/tripling/etc. but it does mean that the most important one of those companies did not deserve to trade at 15x fwd after the greatest earnings in the history of the stock market. An incredible story that will compound at 80% growth, reaccelerating, going into Q1 earnings this year.Source: amit
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