Nvidia's Open-Source Model Push and Long-Term Multi-Bagger Thesis

about 1 month ago

Jose Najarro

"Today, they did announce Neotron 3 family of open models. So, Nvidia, one thing that they are doing is they are releasing and developing their own forms of open-source models. And some people might be wondering, Jose, why would they want to do that? Well, at the end of the day, it doesn't matter if it's a closed model by OpenAI, by anthropic, if they make their own models, the demand of AI is going to be needed in various solutions. So I'm just fueling with more research with more opportunities with more solutions in the market. I think Nvidia is probably one of the cheapest plays right now. I might even do another video probably this weekend explaining why I believe Nvidia at 176 is still in my opinion a multibagger opportunity, right?"

The speaker emphasizes Nvidia's strategy to release its own open-source AI models and its acquisition to bolster its GPU ecosystem, reinforcing his thesis that Nvidia is undervalued and offers a multibagger opportunity over a five-year horizon.

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