Nvidia just hit a $3.35 trillion market cap — but one strategist warns its run may not last long.
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00:00NVIDIA's market cap rose to over $3 trillion, only $50 billion away from Microsoft,
00:05the world's most valuable company. So do you think NVIDIA has what it takes to cross Microsoft?
00:10You know, that's an interesting question. I believe that in the longer term, my bet would
00:16be on Microsoft. I think NVIDIA is going to have incredible amount of competition,
00:21which they haven't really had over the last three years. But as we move farther into this AI
00:27economic boom that we're going through, I believe that their competition is going to be very stiff
00:32and they're going to have less of a platform that they do now.