NVIDIA is positioned to dominate the AI boom because GPUs designed for gaming became essential for AI workloads. The stock is in stage-2 of an uptrend that could extend into stages 3 and 4, fueled by a multi-year AI supercycle and new chips like the 300-series and H200.
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One of my favorite setups. NVIDIA perfectly was in prime position to take advantage of this AI bull market and AI revolution. You know, GPUs are graphics processing units and they were used just for gaming, processing, you know, the graphics in games, video games. And perfectly enough, in a way, quote unquote, got lucky just being in the right place at the right time with the right technology. And look at the stage 2 uptrend NVIDIA made so far. It potentially topped out here into the tariff crash. But this is another one of those potentially looks like stage 3 and stage 4 and back into stage 2 just because we're in this AI supercycle and NVIDIA continues to come out with new products. Yeah, with the new 300s, generation of their chips. They have the H200s as well, which is the current generation, and this could just be in a multi-year supercycle.