$NVDA is one I’ll start nibbling if we retrace some.
I didn’t take notes. Watched this from bed late last night and though I’d share it because Jensen is an excellent presenter - without a slideshow - who shows humility, extreme intelligence, no. B.S.
It’s a short 17-18 minute video. And this might be the most explosive A/I big cap in plain site. One thing Jensen did not comment on in-depth: autonomous driving software. All kinds of OEMs are using $NVDA chips in their cars for other Driver Assistance Levels 2 and 3. They are also running onboard entertainment and internet.
$NVDA daily, weekly, and monthly charts:
