π©» NVIDIA might be the next Black Swan event happening right before our eyes
NVIDIA is Massively Undervalued Right Now
To Smart Investors,
(not financial advice, wink, wink)
TL;DR: The Black Swan event in NVIDIA is going to a $10T market cap within the next 4 years.
I am the guy who predicted the meteoric rise of NVIDIA on April 2, 2024 that went viral on Substack:
I also wrote about NVIDIAβs technological moat (competitive advantage) earlier this month:
While weβre working on releasing the final version of The Oracle Indicator in the upcoming days, I wanted to point this out:
NVDA 0.00%β is MASSIVELY long-term undervalued.
ItβsΒ yearsΒ ahead of the competition in terms of internal software, CUDA, hardware, and, most importantly, the external software ecosystem (CUDAβPyTorch, NumPy, TensorFlow, etc.).Β
On top of that, OpenAI announced Project Stargate,Β which means hundreds of Billions of Dollars for NVIDIA.
NVIDIA will be the first company ever to cross the $10T market cap.
Free money.
Iβm buying the dip.
From OpenAI:
The Stargate Project is a new company which intends to invest $500 billion over the next four years building new AI infrastructure for OpenAI in the United States. We will begin deploying $100 billion immediately. This infrastructure will secure American leadership in AI, create hundreds of thousands of American jobs, and generate massive economic benefit for the entire world. This project will not only support the re-industrialization of the United States but also provide a strategic capability to protect the national security of America and its allies.
The initial equity funders in Stargate are SoftBank, OpenAI, Oracle, and MGX. SoftBank and OpenAI are the lead partners for Stargate, with SoftBank having financial responsibility and OpenAI having operational responsibility. Masayoshi Son will be the chairman.
Arm, Microsoft, NVIDIA, Oracle, and OpenAI are the key initial technology partners. The buildout is currently underway, starting in Texas, and we are evaluating potential sites across the country for more campuses as we finalize definitive agreements.
As part of Stargate, Oracle, NVIDIA, and OpenAI will closely collaborate to build and operate this computing system. This builds on a deep collaboration between OpenAI and NVIDIA going back to 2016 and a newer partnership between OpenAI and Oracle.
This also builds on the existing OpenAI partnership with Microsoft. OpenAI will continue to increase its consumption of Azure as OpenAI continues its work with Microsoft with this additional compute to train leading models and deliver great products and services.
All of us look forward to continuing to build and develop AIβand in particular AGIβfor the benefit of all of humanity. We believe that this new step is critical on the path, and will enable creative people to figure out how to use AI to elevate humanity.
May the LORD Bless You and Your Loved Ones,
Jack Roshi, PhD (MIT, Applied Mathematics)
Lead Quant & Founder