Buy NVDA by Jul 1, 2025.

This thesis serves not only as analysis of NVDA and the semiconductor sector, but is a prediction for tomorrow - "liberation day". NVDA has a wide moat due to its CUDA software, and essentially holds a monopoly on parallel processing. Not only is this a focus of massive Mag 7 AI CAPEX, but it has an ever increasing amount of use cases due to developments in autonomous driving, IOT, robotics, healthcare, and more. While DeepSeek and tariff concerns have driven …