Nvidia's Project Digits is a 'personal AI supercomputer'

I feel this is bigger than the 5x series GPUs. Given the craze around AI/LLMs, this can also potentially eat into Apple’s slice of the enthusiast AI dev segment once the M4 Max/Ultra Mac minis are released. I sure wished I held some Nvidia stocks, they seem to be doing everything right in the last few years!

I think the enthusiast side of things is a negligible part of the market.

That said, enthusiasts do help drive a lot of the improvements to the tech stack so if they start using this, it’ll entrench NVIDIA even more.

You could have said the same about gamers buying expensive hardware in the 00's. It's what made Nvidia big.

I keep thinking about stocks that have 100xd, and most seemed like obscure names to me as a layman. But man, Nvidia was a household name to anyone that ever played any game. And still so many of us never bothered buying the stock

Incredible fumble for me personally as an investor

Unless you predicted AI and Crypto then it was just really good, not 100x. It 20x from 2005-2020 but ~500x from 2005-2025

And if you truly did predict that Nvidia would own those markets and those markets would be massive, you could have also bought Amazon, Google or heck even Bitcoin. Anything you touched in tech really would have made you a millionaire really.