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Technology Stocks : Investing in Exponential Growth
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From: Paul H. Christiansen2/10/2025 9:21:09 AM
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NVDA - There has been considerable controversy recently about the sustainability of NVDA's outstanding revenue growth.

CML Pro recently published a "deep dive" research report to examine that sustainability. This report is long, but it is perhaps the quintessential research report for anyone considering an investment in NVDA.

Here's an excerpt from that report:

"Even if some models (i.e., competition) become more efficient, the overall usage skyrockets – e.g., millions of people using AI features billions of times a day.

This means data centers need more total compute to serve all those queries. Also, as models get efficient, researchers tend to just build bigger models to achieve even better results (using the freed-up compute to increase model size until they again max out hardware).

In this scenario, Nvidia benefits because it sells the shovels for this gold rush.

Clearly, this supports my recent decision to add ten NVDA January 2027 Leap Calls with a strike price of $120 to my EGS Model Portfolio.
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