“We believe both Nvidia and Microsoft will hit the $4 trillion market cap club this summer and then over the next 18 months the focus will be on the $5 trillion club — both are foundational pieces of the biggest tech trend we have seen in our 25 years covering tech stocks on the Street.”

The $4 trillion leg resolved correct — Nvidia crossed $4 trillion on July 9, 2025 and Microsoft followed later in July 2025 — and Nvidia reached $5 trillion in late October 2025; the 18-month $5 trillion window runs to late December 2026.