Nvidia – the Most Incredible Company in the History of the Planet

I am becoming a little repetitive with Quentinvest but I want to hammer the message home. This chart, of the Philadelphia Semiconductor index, looks fantastic. It also looks strikingly similar to the chart of Nvidia (see below). Something amazing is happening to the semiconductor industry. AI is part of that, triggering what seems to be almost infinite demand, especially for the GPUs, software and the whole ecosystem that Nvidia dominates.