PLTR
Palantir
-- 70.860 SMCI
Super Micro Computer
-- 41.250 NVDA
NVIDIA
-- 141.600 TSLA
Tesla
-- 349.510 INTC
Intel
-- 22.240 
Already incorporated.
There is no doubt that NVIDIA is the best company to lead the AI revolution in the future.
However, it is impossible for NVIDIA to currently stand side by side with Apple and Microsoft, which have had a significant impact on the world and penetrated into people's lives with their products.
Only when AI becomes widespread in our lives, will NVIDIA's impact on society be able to rival that of Apple and Microsoft.
Therefore, it is reasonable to consider that NVIDIA's current market capitalization already reflects the impact on society in a few years. It is expected that the stock price will decline for about a year from here, and then it will catch up with Apple and Microsoft again when AI becomes popular.
Infrastructure companies like NVIDIA are often seen as less valuable than companies like Apple and Microsoft, which use that infrastructure to create groundbreaking products.
For example, there is a need for companies that sell the infrastructure of petroleum, but companies that create groundbreaking products using petroleum are recognized as having higher social value.
I think the stock price of NVIDIA will continue to decline...
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☆ラジエル★ : I see, great point of view. For example, does something processed from petroleum generate added value? What if an industrial revolution that has never come before and has never been experienced comes? Semiconductors are said to be the petroleum of the 21st century. It is also an evolving petroleum semiconductor NVIDIA. I also feel that new value will be created. Can Apple, Micro... win?
It's been a learning experience.