"The AI infrastructure trade has to keep going." 🤖

Market Position & Valuation - Nvidia's market capitalization has reached $5 trillion [1] - Nvidia now accounts for 8% of the S&P 500 [1] - The market hasn't seen a similar situation since the 1970s [1] AI Infrastructure & Market Risk - The AI infrastructure trade is expected to continue [2] - Any narrative contrary to strong demand poses the biggest risk to the market [2] - Overly optimistic pricing leaves little room for negative news [3] - Risk management remains crucial [3]