NVDA is a long-term winner benefiting from CPU growth (Vera) and AI demand; expected to exceed market expectations.

Nvidia B200 on- demand rentals have hit a new record of $ 7.88 per hour. We see Nvidia doing that.

but my biggest investment is Nvidia. Nvidia is now at 228. This is a $5.5 trillion company.

Honestly, I think we can get up to $10. In the long run, I think this is still a huge winning company. In the CPU field, they are constantly achieving growth, right ? They brought the Vera CPU to the market.

It's coming to the market right now, right? It is being shipped to various vendors this quarter. We've already seen Vera CPUs go to AWS, Oracle, OpenAI, Anthropic, and many others.

And in the recent earnings report, Jensen announced that Vera will probably sell over $ 20 billion as a single system this year , right? This is a huge deal, especially since they just entered the CPU market this year and started operations in the second half of the year.

And as I mentioned, I believe one of the big winners in the CPU story will be Nvidia. Naturally , Nvidia's figures may not be as strong as those of AMD, Intel, Qualcomm, or other players , but it is a company that can definitely benefit from this trend and help them exceed market expectations. So I would say, don't neglect Nvidia.