The NVIDIA trade is up +17,800%. Key conference call statements. Thinking and reasoning AI requires 100x more computing power per task!

The most successful trade in the US model portfolio is NVIDIA (NVDA). The position is up 17,800%. We have made the stock a core position and intend to hold onto it because the AI and robotics potential is likely to continue fueling demand for NVIDIA chips. The key statements from the conference call that you need to know are: The fourth quarter was a record quarter with a growth rate of 78%, driven by a 93% increase in the data center segment. Sales of Blackwell chips exceeded expectations, generating $11 billion in revenue. The production of...