Nvidia's profit trajectory is staggering:
Jan '23: $4.2B
Jan '26: $130B
Jan '29 (E): $603B
That's not incremental growth—that's a complete re-rating of what's possible in the AI supply chain. The estimates keep climbing because the infrastructure buildout isn't slowing down.
This is what happens when you're selling the picks and shovels in a genuine technology shift. The question isn't whether $NVDA can hit these numbers—it's whether the market is pricing in enough of the follow-through across the entire semiconductor stack.
Jan '23: $4.2B
Jan '26: $130B
Jan '29 (E): $603B
That's not incremental growth—that's a complete re-rating of what's possible in the AI supply chain. The estimates keep climbing because the infrastructure buildout isn't slowing down.
This is what happens when you're selling the picks and shovels in a genuine technology shift. The question isn't whether $NVDA can hit these numbers—it's whether the market is pricing in enough of the follow-through across the entire semiconductor stack.