Nvidia (NVDA): The $6 Trillion AI Juggernaut—Pipe Dream or Inevitability?
Nvidia’s silicon dominance has Wall Street whispering about a valuation that would dwarf today’s tech titans. But is this AI-fueled fantasy even possible—or just another case of hype outpacing reality?
The chipmaker’s relentless ascent begs the question: When does ‘disruptive growth’ become ‘delusional exuberance’?
We break down the math behind the madness—no MBA required.
Bull case: AI adoption accelerates, Nvidia maintains 80%+ market share in accelerators, and data centers become the new oil fields. $6T looks plausible by 2040.
Bear case: Competition heats up, Moore’s Law slows, and the AI bubble bursts harder than your college crypto portfolio. (Too soon?)
One thing’s certain: In the casino of modern markets, Nvidia remains the house’s favorite slot machine—for now.