Bullish on NVDA; sees value above $300 even with Apple emerging as a potential competitor in servers/data centers.

One, they're now in talks to get into servers to use their own chips and essentially compete with Nvidia using Nvidia's networking hardware in Apple servers.

The data center piece is from the information and you know now it's essentially being reported uh all over the place but I find it very interesting because just a few weeks ago the information reported how companies are buying Mac hardware that uh Nvidia actually sees Apple as a big competitor in local AI because they have the DGX Spark an AI desktop computer which isn't even as good as just having a workstation with like a Blackwell 6000 or a 5090 in But most the most advanced models of Mac minis and Mac Studios, which have the chips and memory configurations most appealing to AI developers, have been out of stock for months.

Apple considers return to server market has talked to Nvidia about using network tech. Basically, Apple would use the NVLink fusion which is the same technology that ASIC uh designers like Marll or Qualcomm are using to integrate with uh uh Nvidia stacks because Nvidia is a manufacturer really of the whole data center array, the whole thing top to bottom.

Now you have more nodes. Now you have more connections, more points of failure, more products that you have to buy. That's why Nvidia is such a huge mode in the server stack. That's why them getting into CPUs top of rack is so brilliant.

But Apple now wants to compete with their CPUs, their GPUs, and then use NVLink to partner with it, which Nvidia already sees Apple as a threat uh for ondevice, but now they could even be a threat in data center.

Now, I'm still bullish on Nvidia. I still think it's an over $300 stock,

Nvidia sits at about 75%. If I value them at like 15% of Nvidia sales, this is probably like a 75 to$100 billion product.