BA
Boeing
-- 180.720 TSLA
Tesla
-- 431.660 NVDA
NVIDIA
-- 137.010 RGTI
Rigetti Computing
-- 17.0800 PLTR
Palantir
-- 79.080 
Here are the reasons for a bullish run ๐ ๐ ๐
1. Microsoftโs Substantial AI Chip Acquisition: In 2024, Microsoft acquired 485,000 of NVIDIAโs advanced โHopperโ AI chips, doubling the purchases of their nearest competitors. This substantial investment underscores NVIDIAโs pivotal role in AI infrastructure.
2. Databricksโ $10 Billion Funding Round: Databricks, a data analytics company backed by NVIDIA, announced a $10 billion funding round, valuing the company at $62 billion. This investment highlights the growing ecosystem of AI-driven companies associated with NVIDIA.
3. Analystsโ Bullish Outlook for 2025: Analysts have identified NVIDIA as a top pick for 2025, citing strong demand for AI chips and the upcoming Blackwell product cycle as significant growth drivers.
4. CoreWeaveโs Market Disruption and IPO Plans: CoreWeave, a cloud computing startup backed by NVIDIA, plans an initial public offering (IPO) in 2025. The companyโs rapid valuation increase and expansion in AI computing services reflect positively on NVIDIAโs strategic investments.
5. SoundHoundโs Stock Surge: SoundHound, a voice AI technology company backed by NVIDIA, saw its stock soar 61% in a week following a significant partnership announcement. This surge indicates the marketโs positive reception of NVIDIAโs AI ventures.
6. NVIDIAโs Inclusion in the Dow Jones Industrial Average: In November 2024, NVIDIA was added to the Dow Jones Industrial Average, replacing Intel. This inclusion signifies recognition of NVIDIAโs growing influence in the tech industry.
7. Strategic Collaborations in AI Initiatives: NVIDIA announced collaborations with companies like SoftBank Corp. to accelerate AI initiatives, further solidifying its position as a leader in AI technology.
8. Jetson Orin Nano Super Developer Kit: On December 17, 2024, NVIDIA introduced the Jetson Orin Nano Super Developer Kit, a compact AI computer priced at $249. This device offers up to a 1.7x increase in generative AI performance compared to its predecessor, making AI development more accessible to hobbyists, developers, and students. The kit supports popular AI models and is designed for applications in robotics and computer vision.
9. Blackwell GPU Platform: In March 2024, during the GPU Technology Conference (GTC), NVIDIA unveiled its next-generation Blackwell GPU platform. This platform introduces new GPUs, NVLink, and resilience technologies capable of handling trillion-parameter-scale AI models. The Blackwell architecture includes advanced Tensor Cores and the TensorRT-LLM Compiler, which can reduce large language model inference operating costs and energy consumption by up to 25 times. This platform is widely adopted by major cloud providers, server manufacturers, and leading AI companies.
10. Interest Rate Cuts: The Federal Reserveโs recent interest rate cuts haveted NVIDIAโs stock. Historically, NVIDIA shares have performed well following rate cuts, with average gains of 6.9% after one month and 20.7% after 12 months. Lower interest rates reduce financing costs for data center builders, potentially increasing capital spending and benefiting companies like NVIDIA.
2. Databricksโ $10 Billion Funding Round: Databricks, a data analytics company backed by NVIDIA, announced a $10 billion funding round, valuing the company at $62 billion. This investment highlights the growing ecosystem of AI-driven companies associated with NVIDIA.
3. Analystsโ Bullish Outlook for 2025: Analysts have identified NVIDIA as a top pick for 2025, citing strong demand for AI chips and the upcoming Blackwell product cycle as significant growth drivers.
4. CoreWeaveโs Market Disruption and IPO Plans: CoreWeave, a cloud computing startup backed by NVIDIA, plans an initial public offering (IPO) in 2025. The companyโs rapid valuation increase and expansion in AI computing services reflect positively on NVIDIAโs strategic investments.
5. SoundHoundโs Stock Surge: SoundHound, a voice AI technology company backed by NVIDIA, saw its stock soar 61% in a week following a significant partnership announcement. This surge indicates the marketโs positive reception of NVIDIAโs AI ventures.
6. NVIDIAโs Inclusion in the Dow Jones Industrial Average: In November 2024, NVIDIA was added to the Dow Jones Industrial Average, replacing Intel. This inclusion signifies recognition of NVIDIAโs growing influence in the tech industry.
7. Strategic Collaborations in AI Initiatives: NVIDIA announced collaborations with companies like SoftBank Corp. to accelerate AI initiatives, further solidifying its position as a leader in AI technology.
8. Jetson Orin Nano Super Developer Kit: On December 17, 2024, NVIDIA introduced the Jetson Orin Nano Super Developer Kit, a compact AI computer priced at $249. This device offers up to a 1.7x increase in generative AI performance compared to its predecessor, making AI development more accessible to hobbyists, developers, and students. The kit supports popular AI models and is designed for applications in robotics and computer vision.
9. Blackwell GPU Platform: In March 2024, during the GPU Technology Conference (GTC), NVIDIA unveiled its next-generation Blackwell GPU platform. This platform introduces new GPUs, NVLink, and resilience technologies capable of handling trillion-parameter-scale AI models. The Blackwell architecture includes advanced Tensor Cores and the TensorRT-LLM Compiler, which can reduce large language model inference operating costs and energy consumption by up to 25 times. This platform is widely adopted by major cloud providers, server manufacturers, and leading AI companies.
10. Interest Rate Cuts: The Federal Reserveโs recent interest rate cuts haveted NVIDIAโs stock. Historically, NVIDIA shares have performed well following rate cuts, with average gains of 6.9% after one month and 20.7% after 12 months. Lower interest rates reduce financing costs for data center builders, potentially increasing capital spending and benefiting companies like NVIDIA.
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103129039 : Beautiful summary of key points and strengths of NVIDIA. I am optimistic for the coming year ahead:)
Himzzi : Very nice compilation. I love this stock vs that other meme stock