4min chapter

The Compound and Friends cover image

Nvidia Breaks Away

The Compound and Friends

CHAPTER

Nvidia's Recent Momentum Continues

The stock's up $30 billion. I saw price targets going from $300 to $600. And these are people that had buys or neutrals on the stock. The story basically is like 95% of the cloud infrastructure we have is just not good enough. Nvidia remains in the sweet spot of AI infrastructure while at Share as buildouts of accelerated computer networks continue. Can it be worth five trillion in five years? It has a decent chance.

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