Nvidia's Evolving Valuation Amid Quantum AI Developments

3 months ago

Lisa Matteo

"All right, we got to start with Nvidia ticker NVDA. Um, their shares have been up more than 3%. So, they're on track to become the world's first $5 trillion public company. What it has to do with its Blackwell chips. ... The bulls say this is a company that's earning its way into its valuation. And I listen, they've been right."

The speaker highlights Nvidia's strong performance and evolving valuation driven by advances (e.g., Blackwell chips, quantum computer connectivity) and bullish market sentiment, suggesting that the company's earnings growth is justifying its high valuation.

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