Nvidia (NASDAQ: NVDA) continues to dominate AI hardware as new partnerships with SK, Samsung, Anthropic, and Oracle drive massive demand for its Blackwell GPUs. With strong revenue growth, rising free cash flow, and expanding industrial and government AI projects, Nvidia remains a powerful long-term contender despite geopolitical and valuation risks.
Stock prices used were the market prices of Dec. 1, 2025. The video was published on Dec. 5, 2025. On the date of publication, Rick Orford did not have (either directly or indirectly) positions in any of the securities mentioned in this video.