Nvidia’s $4T Strategy: Own the Infrastructure, Lead the Market

11/07/2025 1 min
Nvidia’s $4T Strategy: Own the Infrastructure, Lead the Market

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Episode Synopsis

Nvidia’s Power Play: Key FindingsNvidia is the first publicly traded company to breach a $4T market capand the most valuable company on Earth.Its stock has surged ~1,350% since October 2022, outperforming the S&P 500 by ~16 percentage points in 2025 alone.The tech giant built the infrastructure powering major AI products, from ChatGPT to autonomous systems.On Wednesday, Nvidia’s stock rose just enough to send its market cap over the $4 trillion mark.Nvidia has now become the first publicly traded company to ever hit this milestone, according to CNBC.At its intraday peak, the tech giant even vaulted above Apple and Microsoft to become the world’s most valuable company, a stunning breakthrough that caps an extraordinary run.

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