NVDA 'Hub' of A.I. Ecosystem, TSM's Valuation Strength

Nvidia (NVDA) tapped a new all-time high today after CEO Jensen Huang took the stage at CES 2025 Monday night. Kevin Mahn says Huang's presentation certifies Nvidia as the center of the A.I. ecosystem, noting the company's diverse projects, including its Blackwell chips. He notes strength throughout the rest of the space, including TSMC (TSM), which recently hit its own all-time high. Tom White turns to example trades for each company.

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[matt.stevick]

the goat 🐐
i was at the keynote last night…
in typical jensen style he far exceed my high expectations. that was a _lot_ 💚🖤

[Yungstpatrik]

Wait until those billions from japan starts to roll into Nvidias revenue. I’m calling a $300 PT for 2025.

[syedarmaghanhassan]

It is unbelievable who would be selling NVIDIA now, just when the stock is about to pop and make new highs... This is a company whose products are sold out for years to come, and they talk about demand from hyper-scalers like microsoft etc. who cares about hyperscalers? If they don't buy chips, others will who are waiting in the line since years!

[authoredens]

lol all of this guys options trades have been bad, what a laggard.

[MattRodriguez-hj]

Nvidia market share will reduce to 30% soon. Be careful