$600 is fair value until earnings

It is up about 10% after the breakout above $500. Remember all the times it climbed that hill to $500 and slipped back. Well , we still have gas in the tank, watch it blow past $550. $600 is fair value until earnings.

CUDA, Enterprise, Drive, NeMo, Foundry, Omniverse... no one else has it. The scope, scale, and portability are enormous advantages. Everyone trying to catch up on "chips" is truly THE joke. Nvidia's had the chips and SOLUTIONS for YEARS. Everyone else will try to sell you a chip and promptly tell you to figure it out. The CSPs will just hold you hostage for eternity locked into their platform.

Semi Rally: AI Hype to Next Level?

Nvidia stock jumped over 6% on January 8 after a series of announcements at Consumer Electronics Show (CES), which included new chips for generative AI technologies, PCs and gaming, and new partnerships. AMD stock was also up over 5%; the whole semiconductors sector closed green (SOXX +3.26%) ------------------------ [DISCUSSION] With Nvidia's share reaching a fresh all-time high, will it bring the AI hype to a new level? Is AI still the investing theme of 2024?

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