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🧵 2. Nvidia's rise driven by demand for GPUs in AI sector. Over 80% market share for AI chips. Primary buyers are tech giants, not consumers.

🧵 3. Nvidia's rapid ascent in valuation contrasts with low brand strength on Main Street. Faces risk of limited value despite high market cap heights.

🧵 4. Nvidia's revenue growth exceeds 200% in last three quarters. Expected revenue for fiscal 2025 to nearly double, exceeding $120 billion.

🧵 5. Interbrand lists Nvidia far from top 100 iconic brands. Company needs to focus on brand recognition to protect future revenue growth.