Nvidia faces a harsh reality ahead, market strategist says

Nvidia just hit a $3.35 trillion market cap — but one strategist warns its run may not last long.

Transcript

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.