Nvidia: Navigating Competition Challenges And Exploring Growth Prospects


  • Nvidia has been the winner of the AI race.
  • Competition is heating up, and it’s not just AMD and Intel. Nvidia’s own customers are creating competing AI chips to bypass Nvidia.
  • Software is a largely untapped revenue source for Nvidia. They have all the building blocks necessary, now it’s time for them to act.
  • Nvidia had a stellar Q1 and is forecasting more growth in the coming quarters, plus they announced a 10-for-1 stock split.

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Investment Thesis

Nvidia (NASDAQ:NVDA)(NEOE:NVDA:CA) has been the largest beneficiary of the surge in AI demand. They had the hardware and software in place and most importantly their systems were already in use for AI applications before

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