Jul. 15 at 2:46 PM
$NVDA is still being underestimated.
The biggest bear argument says custom AI chips from
$GOOGL,
$AMZN and
$OPENAI will destroy NVIDIA’s advantage.
But the bigger picture tells a different story.
NVIDIA is expected to maintain a dominant position in AI training through 2028, while inference demand is becoming the next massive growth engine.
Inference chip revenue is projected to compound at triple-digit growth, turning a “declining share” story into a huge revenue expansion opportunity.
With recent quarterly revenue reaching
$81.6B (+85% YoY) and data center revenue at
$75.2B (+92% YoY), NVIDIA continues to exceed expectations.
Meanwhile, hyperscaler AI spending keeps accelerating, with companies like
$META investing heavily in AI infrastructure.
The market is focused on competition. I’m focused on the size of the opportunity.
$NVDA remains one of the strongest AI growth stories for the next decade.
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