placing Nvidia behind MIcrosoft after exceeding the market capitalization of the more established technology firm Tuesday.

It's quite possible. Microsoft's shares trade at nearly 30 times forward earnings. Apple's forward earnings multiple is roughly 27. Nvidia is a hair behind with shares trading at 26.9 times ...

Other Nvidia customers like Meta, Microsoft, and Alphabet also primarily sell digital ... so companies can't afford to cancel ...

Yet he remains an elusive subject. Nvidia’s $73bn in net profit last year, not far behind Microsoft’s $88bn, points to a strategic genius at work. His rambling disquisitions on earnings calls ...