NVDA - There is not a single company which is even close to Nvidia when it comes to Artificial Intelligence & Autonomous Industry. 80% of the market share is with Jansen.
Blackwell chips are in full swing, although a lot of analysts are contemplating the supply part.
The stock price is consolidating at present but will see a major breakout the moment Jansen updates positive on Blackwell chips delivery.
All the top companies around the world are teaming up with Nvidia and the demand is explosive. We witnessed first big customer Softbank / Oracle / Open AI - Stargate Project.
Rubin chips are coming up next followed by Robotics & Generative AI.
Nvidia also can be a takeover target by any large company - target $250.00 - 300.00
NVDA Stargate is much bigger than just the new datacenter in TX, it is also a major escalation in the AI arms race that others will be forced to answer