Nvidia becomes most valuable public company ever. How to capture more upside

Nvidia (NVDA) remains the dominant force in AI computing — becoming the first company to reach a market capitalization of $5 trillion — as it transforms from a chipmaker into the essential platform powering the global shift toward accelerated computing and generative AI. The company's new Blackwell architecture is driving a fresh product cycle, supported by expanding partnerships with major hyperscalers and rapid adoption of Spectrum-X networking, which extends NVDA's influence across the entire data center stack. With management guiding to another record quarter and visibility into a $2T+ AI infrastructure opportunity, NVDA continues to combine exceptional growth, profitability and execution at a valuation that remains attractive relative to its earnings trajectory. Trade timing & outlook