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All Aboard The AI Rocket

All aboard the AI rocket: Extraordinary profits from ordinary shares, winning stock market strategies.

Artificial Intelligence is the new rave investment trend and at the forefront of this sector stands Nvidia Corporation.

NVIDIA is an American technology company that is a pioneer in the design and production of specialised computer chips – more specifically graphics processing units (GPU’s) for high – performance computing as well as chip units for mobile computing and the automotive market.

More significantly the company is the dominant supplier of artificial intelligence hardware and software.

And now, not surprisingly, Nvidia has become the fifth publicly traded company to reach a market capitalisation of more than $1 trillion – joining the very exclusive club of Apple (3 trillion) Microsoft (2.5 trillion), Alphabet (Google) (1.5 trillion), and Amazon (1.3 trillion).

NVIDIA announced blockbuster results on the 24th May propelling the shares for a stratospheric rise of more than 25% the next day.  Analysts for once were at a loss for words.  The results were very good.

Quarterly revenue was $7.19 billion, up 19% from the previous quarter.

Data Centre revenue was a record $4.28 billion and most importantly second quarter revenue is forecast to grow to an amazing level of $11.00 billion.  This is an increase of one hundred and fifty seven percent.

If you think this is good the forward-looking statements were even more encouraging.

“The computer industry is going through two simultaneous transitions – accelerated computing generative AI,” said Jensen Huang, founder and CEO of Nvidia.

“A trillion dollars of installed global data centre infrastructure will transition from general purpose to accelerated computing as companies race to apply generative AI into every product, service, and business process. Our entire data centre family of products is in production. We are significantly increasing our supply to meet surging demand for them”, he said.

Let’s face it, Tech stocks have had a huge run.  The million-dollar question is whether or not this trend continues on to new highs.

The next two weeks will be decisive as the magnificent seven are all reporting their June quarter results.

Investors need clarity on which companies can most quickly monetise the incredible potential of AI.

The research team at Fenestra already know which these companies are and new clients can take advantage of this huge opportunity.

NVIDIA, for example, is up  by 600 percent over the last five years.  If you missed NVIDIA don’t be too despondent.  There are several other Moonshot opportunities to get aboard the AI train.

If you are not happy with your portfolio performance or would like a second opinion, please do not hesitate to contact Fenestra for a free, independent, objective and confidential review of your portfolio.

Protect your wealth. Optimise your returns.

Contact Fenestra now!

William Meyer – 0796244031