Nvidia Part III: The Dawn of the AI Era (2022-2023)

9688.848 - 9708.679 Ben Gilbert

Not nearly the amount that's sort of baked into the valuation, but I suppose the bear case of this is that everything has to go right for NVIDIA, but the bull case is indications are things are going right for NVIDIA. Third, bulk cases. NVIDIA just moves so fast. Whatever the developments are, it's hard to believe that they're not going to find a way to be really well positioned to capture it.