Nvidia(US:NVDA) Hua Er Jie Jian Wen·2025-10-30 02:21Core Insights - Nvidia's market capitalization has officially surpassed $5 trillion, making it the first company to reach this milestone, reflecting unprecedented growth and market influence [1][4] - The stock price increased by approximately 3% to $207.16, contributing to a market cap of $5.03 trillion [1] - Nvidia's market cap exceeds the combined market values of competitors such as AMD, Intel, and others, as well as entire sectors within the S&P 500 [4] Group 1: Market Performance - Over the past six months, Nvidia's stock price has surged by about 90% [4] - Nvidia's market cap trajectory has been remarkable, growing from approximately $400 billion three years ago to $5 trillion, with significant milestones reached in rapid succession [5] - The company's stock performance has outpaced major tech giants like Apple and Microsoft, which recently crossed the $4 trillion mark [7] Group 2: Demand and Orders - Nvidia's GPUs are considered the driving force behind the AI industry, with strong demand reflected in substantial order data [8] - The company has shipped 6 million units of its Blackwell chip and has 14 million units on order, indicating robust market demand [8] - Nvidia's CEO predicts total sales will reach $500 billion over the next five quarters, with chip sales expected to exceed $300 billion in 2026, surpassing previous Wall Street estimates [8] Group 3: Valuation Concerns - Despite the impressive growth, there are concerns about a potential bubble, drawing parallels to the early 2000s internet bubble [10] - Nvidia's valuation is under scrutiny, with its stock trading at approximately 33 times next year's expected earnings, compared to the S&P 500 average of 24 times [10] - High expectations are set for Nvidia's profitability, which must continue to improve to justify its current valuation [10]