🚨 NVIDIA just reported Q1 earnings. Market cap is closing in on USD 6 trillion.
Let that sink in. Six. Trillion. Dollars.
Data centre revenue keeps beating every estimate analysts put out. The AI compute demand story isn't slowing — it's accelerating. Blackwell chips are shipping, order books are full, and every hyperscaler is still raising their capex guidance.
A lot of people ask me when this trade runs out of fuel. My honest answer: not yet. The infrastructure build-out for AI is in the early innings. NVIDIA isn't just riding the wave — it IS the wave right now.
I've been holding and I'm not touching it.
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