Ticker Symbol YOU: Nvidia is a $10T Company (Here's Why)

Nvidia just posted another massive earnings beat, and the real story isn't the numbers. It's that the biggest company in the world is somehow accelerating. Gav sits down with Alex from Ticker Symbol YOU to break down what the bears keep getting wrong and why the next phase of this trade is just getting started. Follow WOLF Financial for more: X (Twitter): https://x.com/WOLF_Financial Instagram: / wolffinancial_official Trading Focused Channel - Wolf Trading: / @wolf_tradingx Wolf Trading X: https://x.com/WOLF_TradingX This content is for informational purposes only and does not constitute investment advice. Investing involves risk, including the possible loss of principal. Past performance is not indicative of future results. 00:00 Intro 00:30 What investors should watch for at GTC 01:42 Rubin chips, memory bottlenecks and optical networking 04:07 How to interpret Nvidia's strategic investment portfolio 06:01 OpenAI vs Anthropic and the Pentagon contract fallout 12:06 Rubin CPX, Spectrum X and how Nvidia is broadening its ecosystem 17:41 Breaking down Nvidia Q4 earnings and revenue acceleration 23:23 Why Broadcom is the only real AI competitor to Nvidia 30:31 IRON as a power and infrastructure play in the Nvidia ecosystem 35:19 How Alex sizes his portfolio across Nvidia, AVGO, IRON and beyond