Sure enough, the next day began a historic ascent of Apple stock, an in-your-face rally that many thought made no sense.
There's a coalescence of two themes, high speed, accelerated computing and increasingly intelligent AI, and neither works without Nvidia chips.
I know that it seems impossible to ponder Nvidia's stock going any higher or passing Apple and Microsoft and staying ahead of it.
Ask yourself, does any company match Jensen and Nvidia right now?
I say let others be baffled over the Apple versus Microsoft versus Nvidia conundrum.
Persons:
WWDC, Tim Cook, Tim, Claude, hasn't, Moore, Elon Musk, Nvidia's, Jensen Huang, Jensen, Ben Franklin, Franklin, Da Vinci, — Jensen, Steve Jobs, Jim Cramer's, Jim Cramer, Jim, Jim Cramer Rob Kim
Organizations:
Apple, Developers, Microsoft, Club, Dell, HP Inc, PC, Micron, Nvidia, Computers, Intel, AMD, Pentium, Taiwan Semiconductor Manufacturing Co, Franklin Institute, Oracle, Google, GTC Conference, Cisco, Jim Cramer's Charitable, CNBC
Locations:
Philadelphia, Rome, Jensen