NVDA
NVIDIA
-- 138.850 TSLA
Tesla
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Grab Holdings
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Intel
-- 23.600 BABA
Alibaba
-- 124.730 
Nvidia Q3: It's only a matter of time before the cycle begins again.
Nvidia Corporation is prospering with AI-led infrastructure-driven cyclical growth, but as it relies on short-term model training and medium-term inference, the business is exposed to rapid valuation fluctuations.
While the enterprise value is predicted to reach 6 trillion dollars in 2028, risks such as overvaluation, emotional detachment, and declining earnings suggest a potential medium-term decline for NVDA investors.
Nvidia is positioned to grow in the fields of AI factories, robotics, and edge AI, focusing on engineering and maintaining strong financials. To ensure long-term stability like other Big Tech companies, a merger and acquisition-led strategy may be necessary.
While the enterprise value is predicted to reach 6 trillion dollars in 2028, risks such as overvaluation, emotional detachment, and declining earnings suggest a potential medium-term decline for NVDA investors.
Nvidia is positioned to grow in the fields of AI factories, robotics, and edge AI, focusing on engineering and maintaining strong financials. To ensure long-term stability like other Big Tech companies, a merger and acquisition-led strategy may be necessary.
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