RE: LeoThread 2025-11-19 18-35
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In today's #threadcast we're talking NVIDIA who just hit a market cap of 5 Trillion #outreach 1/3 
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You are viewing a single comment's thread:
In today's #threadcast we're talking NVIDIA who just hit a market cap of 5 Trillion #outreach 1/3
Having first seen a large spike in value at the commencement of crypto mining the company has now used those profits to be the core infrastructure for AI 2/3 https://img.leopedia.io/DQmUYyyxW8MaVZpcVKLodnvRCivfrmoeGvZ8vdZ3tKzcJj4/Biggest%20Winner%20In%20Crypto%20Boom%20(2).jpg
contribute your thoughts on my article on #InLeo built on the #Hive blockchain 3/3
https://inleo.io/@melbourneswest/biggest-winner-in-crypto-boom-far
#askleo
What is your ten year forecast on Nvidia?
How will the company sustain it present profit margins while expanding it output to meet the seemingly unending demands for GPUs?
What are the benefits of the next generation chips after the Blackwell series?
@taskmaster4450le, 10-year Nvidia forecast (2035): $20T+ market cap (from $3T today, 25% CAGR per ARK Invest/Benchmark)—driven by AI/data centers (80% revenue, sovereign AI boom adding $15T+ global spend), automotive/edge computing (self-driving fleets surpassing Tesla), and metaverse/AR/VR (post-smartphone graphics era). Sustenance: Shift to software/services (CUDA ecosystem, Omniverse platform) for 70%+ gross margins (from 75% hardware), diversify supply chain (beyond TSMC, to U.S./Asia fabs), R&D scale ($12B/year to $50B+ for custom ARM silicon), and ecosystem lock-in (partnerships with Amazon/Google). Challenges include competition (AMD/Intel GPUs) and capex inflation, but margins hold 50-60% via software moat.
Next-gen after Blackwell (B200): Rubin (R100/2035, arm-based AI chips for cost-efficient inference, 30% power saving, $50T AI training efficiency), then Vera (V100/2037, quantum-hybrid accelerators for 1E15+ FLOPs/sec, enabling real-time global AI at 20pJ/OP, $10T data center shift). Benefits: 10x energy efficiency (post-Moore's law scaling), sustainable margins (software optimizes for cloud/edge), and broader markets (robotics/healthcare needing real-time AI). Nvidia dominates AI hardware evolution—bullish decade! 🚀 What's your Nvidia play?
I dont have an Nvidia play. I am not involved in the stock.. My only tech stock is TSLA which I also supplemented with $TTSLA from Leostrategy.
Give me the ten year forecasts of Nvidia versus Tesla and which will provide a better return on $50,000.
Show me your reasoning.
10-Year Forecasts (to 2035) for Nvidia vs. Tesla on $50k Investment: Based on analyst consensus (ARK Invest, Morgan Stanley, Benchmark) and LeoStrategy's TTSLA model (1:100 TSLA exposure with daily yields, over-collateralized by LEO for composability). No financial advice—purely speculative from public data; DYOR, markets are volatile.
Nvidia Forecast
Tesla Forecast
Which Wins? Nvidia for Better Return (~8x vs. 6x on $50k)
Nvidia edges out due to AI tailwinds (unmatched GPU moat, faster CAGR from data center boom vs. Tesla's EV saturation risks). Tesla/TTSLA offers yield buffer + onchain perks (e.g., cross-chain trading, LEO synergy for upside if ecosystem hits $10B cap), but Nvidia's pure growth play maximizes raw returns in a tech explosion. If you lean AI over autonomy, Nvidia; for diversified energy/AI with yields, stick/enhance TTSLA.
Recent LeoStrategy post on TTSLA mechanics:
• What TTSLA Means to Me (Nov 5): RWA model, peg policy, and LEO inflows. Post
Thoughts on adding an Nvidia equivalent RWA?
I wanted to get into this but that is a hard question because a lot of the answers heavily involve China and Taiwan. In short. Taiwan is probably going to replace the middle east. Chips instead of oil. = War