Half a Trillion Reasons to Buy Nvidia Stock Before November 19

Core Insights - Nvidia is currently valued at a market cap of $4.5 trillion, making it the largest company globally, with a remarkable stock surge of over 1,100% in the last three years and 25,000% over the past decade [1] - The company has secured $500 billion in orders for 2025 and 2026, indicating strong demand for its AI infrastructure products [2] - Nvidia's dominance in the AI chip market is underscored by its control of over 90% of the market, with significant revenue growth expected in the coming years [5][6] Financial Projections - Analysts forecast Nvidia to report revenue of $55 billion and adjusted earnings of $1.25 per share for fiscal Q3 of 2026, compared to $35 billion in revenue and $0.81 per share in earnings from the previous year [4] - Revenue for fiscal 2026 is projected to grow by 56.8% year-over-year to $61.7 billion, with earnings expected to increase by 52.31% to $4.55 per share [5] Market Demand and Supply - The demand for AI infrastructure remains robust, with major tech companies like Alphabet, Amazon, Microsoft, and Meta planning to significantly increase their capital spending on AI, which predominantly benefits Nvidia [5][6] - Nvidia plans to ship 20 million Blackwell GPUs over approximately five quarters, which is five times the growth rate of its previous Hopper generation [8]