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$NVDA ISN’T JUST A CHIP COMPANY... IT’S THE AI INFRASTRUCTURE LAYER:
They dominate over 80% of the GPU market used in AI data centers.
Revenue last quarter was up 70% YoY largely driven by data center demand from companies like $MSFT, $META, and $GOOG.
Valuation is high ish at 45x forward earnings, but growth is still explosive.
If you believe AI adoption keeps accelerating, $NVDA is a key player.