The Most-Covered Stock on Earth Is Unstoppable — NVIDIA’s $68.13 Billion Quarter Is Just the Beginning

The forward driver here is structural, not cyclical. AI inference token generation surged tenfold in just one year, and enterprise adoption of AI agents is accelerating rapidly. CEO Jensen Huang has been direct: "The agentic AI inflection point has arrived. Grace Blackwell with NVLink is the king of inference today -- delivering an order-of-magnitude lower cost per token -- and Vera Rubin will extend that leadership even further." With the Vera Rubin platform promising up to 10x reduction in inference token ...