Nvidia is on its way to become the first 4Trillion company and for its bullish growth this past 2 months of intense growth. Another thing i notice is Nvidia is now the single biggest contributor to gains in Nasdaq-100 and S&P 500, it is indeed similar to what Apple was during the iPhone boom.

I do feel that Nvidias trend positioning is extraordinarily bullish — not just as a stock, but as a defining asset of this tech supercycle.

Talking about Nvidia, with its Blackwell and Rubin chips, Nvidia maintains a technological lead of 12–18 months over competitors like AMD and Intel. I will say this is very impressive for a tech company perspective.

Now talking about risk. Firstly, geopolitical shocks like trade bans and taiwan tension. Secondly, tech rotation, the cycle might shift back to energy and defensive sectors. Third, it will be AI spending reaching a plateau. And lastly, valuations being adjusted or corrected such as earnings miss or slower growth in the coming few quarters.

# NVIDIA Delays Rubin on AMD Challenge: AMD Catches Up?

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Report

Comment5

  • Top
  • Latest
  • Mortimer Arthur
    ·07-05
    TOP
    One more shoe drop and could sit at 260 to 230 levels. Lot if headwinds right now
    Reply
    Report
    Fold Replies
    • Teslawonder
      Great job. Hope you hold steady on your lot and let it sail
      07-06
      Reply
      Report
  • Can't wait for Monday so that I can add more NVDA shares after shaving off shares of other stocks!!!

    Reply
    Report
  • Your insights on Nvidia's potential are spot on.
    Reply
    Report
  • snoozi
    ·07-04
    Bullish trend! 🚀
    Reply
    Report