FML....i'm FOMO. If anyone enjoys this holiday, it should be Jensen Huang. Nvidia stock on Thursday closed at $159.34 a share, up 18.6% for the year, giving it a market capitalization of $3.88 trillion. Getting to $4 trillion is within reach. (Remember when passing $1 trillion was a big deal for any company?) Right now, Nvidia is valued only a little below what Alphabet and Meta Platforms are worth on a combined basis. Let that sink in. There’s no puzzle what’s going on. After a stock wobble prompted by President Trump’s tariffs, specifically his order blocking Nvidia from selling #Artificial Intelligence chips to China, investors have flocked back to the AI chip giant. A Morgan Stanley report on Monday, citing “very strong demand for all Blackwell form factors”—Nvidia’s latest AI chip—helps explain the enthusiasm. Moreover, Nvidia last month announced a variety of agreements with European AI model developers, suggesting the European market was expanding, perhaps helping offset a little what it's losing in #🇨🇳 ChinA.I. 🤖🧠🦾🤖 Nvidia faces lots of would-be rivals, including from many of its customers, but so far there’s little sign anyone is a serious threat, at least right now. https://nvidianews.nvidia..