“I am raising my 2030 target on Nvidia from $10 trillion to $20 trillion market cap: Nvidia has a credible path to reach a $20 trillion market cap by 2030 with an aggressive product road map for Blackwell, Rubin, Rubin Ultra and eventually Feynman's gigawatt-scale AI factories.”

Nvidia's market cap was roughly $5.5 trillion in September 2026; the thesis assumes data center revenue compounding at about 36% annually through 2030.