Nvidia is so undervalued imho
Reasons: 1. Deepseek and open ai models will expand Nvidia’s reach for their less expensive GPUs. Less margin on these chips but exponentially more customers. 2. Still more need for massive compute in the medical/health industry, space exploration, military, and highly complex use cases. 3. Build out of the Iron Dome. Trump already met with Jensen Huang in Florida to discuss AI. He knew who to talk to. This project will need to scale massively so who do you think the military will give the lion’s share of money to for this; Intel, AMD? I don’t think so. Nvidia with Blackwell, Rubin, and future Nvidia innovation will be the major beneficiary of this massive AI project.