A long overdue congratulations is in order.

My colleague Enrique Abeyta made a bold call at the end of last year:

Nvidia would lose $1 trillion in market value in 2025.

Maybe in a single day.

He was right.

Back in April, the market tumbled. AI stocks, especially Nvidia, were caught in the crossfire.

Nvidia’s market cap plunged. The headlines were brutal. Enrique’s prediction played out exactly as he said it would.

But now it’s my turn to be right.

Because at the same time Enrique made his bearish call, I made a different one:

I said Nvidia would hit $5 trillion before the end of 2025.

We’re not there yet, but make no mistake – we’re close. And all signs point toward that prediction becoming reality sooner rather than later.

Here’s Why Nvidia Just Won’t Stop

Nvidia just became the first company in history to reach a $4 trillion market cap – surpassing Apple and Microsoft in the process.

What makes this so impressive is that Nvidia’s rise isn’t fueled by hype alone.

It’s backed by real business results and an unstoppable macro trend: the AI revolution.

Nvidia doesn’t just “benefit” from AI – it powers it.

Every chatbot, every LLM, every AI server farm being built right now is hungry for Nvidia GPUs.

This demand has skyrocketed Nvidia’s sales from $27 billion in 2022 to over $148 billion in the last twelve months.

And it’s not just the usual suspects like Microsoft, Meta, and Google buying their chips.

Startups, sovereign governments, cloud providers – everyone’s scrambling to lock down supply.

Even with new competition like DeepSeek out of China, and geopolitical challenges cutting off access to some overseas markets, demand has barely flinched.

Nvidia CEO Jensen Huang is now viewed as the Steve Jobs of this era – part oracle, part showman, and unquestionably the visionary leading the most important company in tech today.

This is a stock that’s more than just “popular.” It’s foundational.

The AI Revolution Is Still in the Early Innings

There’s this idea floating around that the AI boom is peaking. That Nvidia has gone “too far, too fast.”

But let me be clear: we are just getting started.

AI adoption is barely scratching the surface of what’s coming.

Nearly every industry from finance, healthcare, manufacturing, defense, and media is only now beginning to integrate AI into their core operations.

That means the demand for compute power is going to keep growing… and Nvidia is the only company that can meet it at scale.

Sure, the market will have corrections. Enrique was right about that.

But investors shouldn’t let those moments scare them away from the bigger picture.

Now It’s My Turn to Be Right

So yes – credit where it’s due. Enrique nailed the drawdown.

But the real story is what comes next.

Nvidia has already reclaimed all-time highs. It’s crossed the $4 trillion mark. And based on the pace of adoption we’re seeing across every sector, $5 trillion is no longer a bold call – it’s the logical next step.

This isn’t just another hot stock. Nvidia is the infrastructure layer of artificial intelligence.

It’s powering the future and rewriting the leaderboard of global tech.

Forget the noise. Ignore the dips.

Own Nvidia. Hold tight.

The next chapter is just beginning.