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In May 2023, I went on CNBC and said that over the following three years (through 2025), Nvidia would be unstoppable, and I pounded the table for investors to buy Nvidia stock.
My view is never based on short-term earnings or market sentiment. It came from:
1) My view of Jensen, an extraordinary and courageous Founder/CEO,
2) The company would continue to build and extend a real technical lead in GPUs and AI-focused chipsets (often 18–24 months ahead of everyone else)
3) Nvidia’s computing stack that was (and is) attracting almost all of the leading-edge infrastructure and application software developers in areas as diverse as the Life Sciences and Quantum algorithms. Much of this differential remains even more robust today.
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