I’ll admit something upfront—I wasn’t always a believer in Nvidia. Back in the day, when people were obsessing over flashy graphics cards for gaming PCs, I shrugged them off. I mean, how much difference could another GPU make? Turns out, a lot. And then some.
Fast forward a couple of decades, and Nvidia (NASDAQ: NVDA) isn’t just a player in the tech industry—it’s the player, especially when it comes to artificial intelligence (AI). As of June 4, 2025, Nvidia’s stock is trading at $141.22, reflecting a 2.83% increase from the previous close.
A Rocky Beginning
I bought my first few shares of NVDA sometime in 2016, mostly on a whim if I’m being honest. The hype around virtual reality was bubbling, and everyone was talking about how Nvidia would power the next gen of immersive experiences. Didn’t happen. VR kind of flopped for a while, and my shares just sat there, not doing much. I almost sold them. But something told me to hang on. And thank God I did.
Suddenly, They Weren’t Just for Gamers Anymore
Around 2019 or so, things started to shift. Nvidia was making noise in machine learning circles. I had a buddy who worked in AI research—really smart guy, bit of a recluse—and he kept going on about how their GPUs were becoming essential in training neural networks. I didn’t fully get it then, but it planted a seed in my mind.
It was like Nvidia had slipped into this secret handshake club of AI pioneers while everyone else was still obsessing over frame rates and Fortnite.
The Big AI Boom
Let’s fast forward to now. If you’ve even glanced at the markets lately, you’ve probably seen NVDA plastered across the headlines. Record profits. AI chip supremacy. Rival tech giants are playing catch-up. It’s wild.
And yeah, the stock’s gone through the roof. On June 3, 2025, Nvidia became the world’s most valuable publicly traded company, surpassing Microsoft. Nvidia’s stock rose by nearly 3% to reach $141.40, resulting in a market capitalization of $3.45 trillion.
What’s driving this growth? A combination of factors:
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AI Demand:
The global appetite for AI solutions is insatiable. Nvidia’s GPUs are at the heart of AI training and inference, making them indispensable to tech giants and startups alike.
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Strategic Partnerships:
Nvidia’s collaboration with Saudi AI startup Humain, involving the sale of 18,000 AI chips, exemplifies its global reach and strategic foresight.
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Product Innovation:
The introduction of the Blackwell AI chips is expected to significantly boost Nvidia’s gross margins from 61% to between 70% and 80% this year.
But… Is It Too Much, Too Fast?
Now here’s where I get a little cautious, maybe even a bit emotional. I’ve ridden the highs of NVDA, but I’ve also seen how the market can turn on a dime.
Some folks are starting to whisper the word “bubble.” Others say this is just the beginning. Honestly? I don’t know. But I do know this: trees don’t grow to the sky.
Every time I open a finance app, and NVDA’s stock is climbing again, part of me thinks, This can’t keep going forever. But then I read another headline about a company buying tens of thousands of Nvidia chips to build some futuristic AI model, and I’m pulled right back in.
There’s a tension there, between greed and caution. Maybe that’s what investing is.
Real Risks. Real Talk.
Let’s not pretend Nvidia’s path forward is risk-free. Competition is heating up. AMD is making moves. Even big players like Intel and Apple are investing in custom silicon. And geopolitics? Don’t get me started. Export restrictions, especially with China, could squeeze some of Nvidia’s revenue streams.
Plus, with great power comes… well, a target on your back. Regulators, rivals, and even customers will be watching them like hawks.
And I have to say this: at these prices, expectations are through the roof. One slip-up in earnings, one delay in product rollout, one trade war flare-up—and the market could react harshly. That’s just how it goes.
Still, There’s This Gut Feeling
Despite all of that, I’m not selling. Not yet. Maybe it’s stupid. Maybe it’s emotional. But I’ve watched this company reinvent itself more than once. And every time, they’ve done it with a mix of technical brilliance and sheer guts.
You can feel it, can’t you? That NVDA isn’t just another tech stock. It’s a symbol of where the world is going. Not just in AI, but in energy, healthcare, autonomous vehicles—you name it. Nvidia is touching everything. And when a company does that? It becomes part of something bigger than Wall Street.
It becomes part of the culture.
What Do I Tell My Friends?
Funny story: A buddy texted me the other day—“Should I buy NVDA or is it too late?” I didn’t know how to answer.
If you buy now, you’re jumping on a rocket ship that’s already halfway to Mars. But if you don’t? You might miss the next chapter.
I told him what I tell myself: If you believe in the future Nvidia’s building, and you’re ready for some turbulence, maybe take the ride. But don’t go all in. Never fall in love with a stock, no matter how sexy the chart looks.
Conclusion
At the end of the day, NVDA isn’t just about numbers or financial ratios or even technology. It’s about belief. Belief in what’s possible.The belief that the same company that helped gamers build better rigs could also help scientists build better brains. And that, to me, is what makes investing fascinating. It’s not just about profit—it’s about progress.