Nvidia: More Than Just a Stock Market Superstar

A well-organized work environment is often the key to productivity and success—I am firmly convinced of that. Nevertheless, I slightly broke my iron rule at the end of the trading week. In the future, the portrait of Jensen Huang, the charismatic CEO of Nvidia, along with his iconic leather jacket, will take a prominent place on my office wall. A permanent reminder to keep an eye on Nvidia's stock price. This week, I allowed myself a lapse: instead of checking Nvidia's stock price ten times, I only did so five times. During this short period, the stock experienced a remarkable price increase from Monday's lows back to new heights—a lesson in vigilant monitoring. The lively exchange about Nvidia, even with people outside the chip industry, only confirmed my intent. For example, at a CEO dinner hosted by ServiceNow's CEO Bill McDermott. The founder of C3.ai, Tom Siebel, recently emphasized in Yahoo Finance's podcast: "I've known Jensen for decades, and what these people are doing is real and powerful." Antonio Neri, CEO of Hewlett Packard Enterprise, also sees Nvidia on track to bring the latest technologies to market. In particular, Nvidia's Blackwell chip, a technological masterpiece, is experiencing overwhelming demand; analysts are already announcing that they will raise their profit forecasts for the fourth quarter. Dan Ives of Wedbush spoke of demand outstripping supply at a ratio of 15:1 and mentioned monster results at TSMC. JPMorgan also estimates that Nvidia could achieve billions in revenue with Blackwell in the fourth quarter, underscoring the unbroken demand for AI infrastructure. Despite my critical viewpoint, one thing remains clear: Nvidia is in "Beast Mode," and Jensen Huang has more than earned his place on my desk. Who could still doubt Nvidia?