$NVIDIA(NVDA)$ Fundamentally speaking, the company is on track to nearly double its revenue in 2 years, with consensus estimates climbing over the 480 billion mark.
This vertical trajectory is heavily backed by macro reality, as hyperscaler capex is projected to breach the 1 trillion milestone.
With Blackwell rolling out and the Rubin architecture already secured on the long-term roadmap, compute demand is effectively translating to locked-in revenue.
The fundamental moat remains entirely ironclad.
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