$NVIDIA (NVDA.US)$
The recent o3 breakthrough from OpenAI indicates significant demand for Nvidia Corporation's inference GPUs over the next few years.
Nvidia currently has two major vectors for scaling to drive demand. These are pre-training computations and inference computations.
Considering the cutting-edge Technology and expertise in the Options Chain, NVDA is in an optimal position to leverage the increasing demand for inference GPUs.
Despite Nvidia's dominance, competition is intensifying significantly as hyperscalers begin making substantial investments in the Hardware sector.

$NVIDIA (NVDA.US)$
The $NVDA stock price (black) hit a bottom several times near the previous NTM EPS line (blue).
Will history repeat itself?

$NVIDIA (NVDA.US)$
After all, NVIDIA is the best!❗

$NVIDIA (NVDA.US)$
It seems like there is some autonomous rebound. Was 130 dollars still the bottom for adjustments? After the FOMC's 25 basis points rate cut is officially announced, could the stock prices continue to recover (in the $140 range)?

$NVIDIA (NVDA.US)$
The winners are the people here!!

$NVIDIA (NVDA.US)$
Jensen Huang's unconventional management approach is the source of NVIDIA's strength. The fan-based approach involves not creating mid-term business plans or organizational charts, and never having one-on-one meetings with executives.
They do not create organizational charts or business plans, a flat organization of 0.03 million people, the full picture of fan-based management.

$NVIDIA (NVDA.US)$
OpenAI's large language model ChatGPT has been dominating the world since its debut just 2 years ago. With hundreds of millions of users adopting these tools, competitors have invested billions of dollars in building and scaling their own AI models.
According to a working paper, GenAI is being adopted at a faster pace than personal computers and the internet. This technology is expected to have a 39.5% adoption rate in 2 years, easily surpassing the 20% adoption rate of the internet and PCs during the same period.
Researcher Louis Fed from Vanderbilt University and Harvard Kennedy School found in August 2024 that 39.4% of the US population aged 18 to 64 are using genAI, with 32% using it at least once a week.
According to this paper, 28% of employed respondents use genAI in the workplace, with 24.2% using it at least weekly, and 10.6% of employees using it daily in the workplace...

$NVIDIA (NVDA.US)$
In the semiconductor market in 2024, while artificial intelligence-related companies achieved strong growth, the performance of other companies varied, and two aspects can be seen. Deutsche Bank anticipates that a similar situation will continue in 2025.
“Looking ahead to 2025, the sales growth rate of semiconductors other than memory is expected to accelerate [about 16% compared to the previous year], but the trend of polarization continues (AI increases in the first half of the 10% range, the rest of the sector [increase in the first half of the single-digit range]), the company's analysts wrote in a memo.
“Overall, after a year of relative weakness in the SOX index (around -6% compared to S&P), basic growth is likely to improve in both scale and breadth, so although selectivity is still paramount, we are more positive about the group than we were a year ago.”
Themes to think about
Deutsche Bank sees two themes emerging for next year. This means that companies “with a broad base” are likely to improve their growth next year, and AI-related tailwinds should continue.
The width...