Part 14/14:

The AI boom, exemplified by Nvidia’s relentless demand and valuation, appears to be rooted in genuine technological progress rather than speculative excess. Historical context, current earnings, macroeconomic resilience, and industry demand all point toward a sustained growth trajectory rather than a bubble inflating prematurely. As the market continues to evolve, the competition among AI chipmakers signals a healthy, expanding ecosystem that may redefine productivity and valuation norms for years to come.