- NVIDIA is at the heart of technologies shaping our future: deep learning, artificial intelligence, datacenters/cloud computing, and automated driving.
- NVIDIA's market cap is currently $153B, while Intel's (INTC) is $229B. Within the semiconductor industry, Intel is the best-in-class manufacturer, while NVIDIA is the best-in-class designer. If someone wants the most powerful chips in the world, they choose NVIDIA. Therefore, I believe NVIDIA's market cap will eventually exceed that of fairly-valued Intel's - currently implying a minimum 50% upside.
- The market seemingly cannot catch up to NVIDIA's earnings growth (from Yahoo! Finance):
Here's my current portfolio (buy and hold). As always, I believe in all of these stocks - until I sell them.
Amazon (AMZN) 15.16%
Tesla (TSLA) 14.40%
NVIDIA (NVDA) 13.90%
Apple (AAPL) 12.69%
Alphabet (GOOGL) 7.04%
Facebook (FB) 4.43%
Intuitive Surgical (ISRG) 4.12%
Microsoft (MSFT) 2.91%
Adobe Systems (ADBE) 2.66%
Nike (NKE) 2.27%
Salesforce.com (CRM) 2.16%
Visa (V) 1.84%
UnitedHealth Group (UNH) 1.69%
Intel (INTC) 1.67%
Waste Management (WM) 1.45%
BlackRock (BLK) 1.37%
Booking Holdings (BKNG) 1.33%
Chubb Limited (CB) 1.31%
Costco Wholesale (COST) 1.26%
Starbucks (SBUX) 1.21%
Autodesk (ADSK) 0.87%
Comcast (CMCSA) 0.57%
Activision Blizzard (ATVI) 0.53%
American Water Works (AWK) 0.50%
Norfolk Southern (NSC) 0.49%
CSX (CSX) 0.48%
Union Pacific (UNP) 0.43%
Canadian National Railway (CNI) 0.43%
Aqua America (WTR) 0.42%
Kansas City Southern (KSU) 0.35%
