Gaetan Dresse @GaetanDresse: "A bit of history never..."

Switzerland

A bit of history never killed nobody: At the end of 2010, almost 15 years ago, $AAPL (Apple) was valued at almost 300billion dollars. On 20th August 2012, $AAPL overcame $MSFT (Microsoft) & $XOM (Exxon-Mobil) to become the biggest publicly traded company in the world with a valuation slightly north of 600billion dollars. It took $AAPL a bit less than 11 more years to be the first company to reach 3trillion dollars in June 2023! For perspective, the mobile revolution is now estimated to have increased Global GDP by 6.5trillion. Now let's talk about AI. Last year (2024) around that period, $NVDA (NVIDIA Corporation) became the biggest company in the world, valued at 3.35Trillion dollars. McKinsey and PWC respectively estimate that AI will add 13 and 15.7 trillion dollars / year to the Global Economy by 2030, 5 years from now. Considering the compounding effect of AI and the way it scales, we could even argue that these estimates are conservative. Now, and this is my personal opinion, we could easily see a world where AI & robotics contribute to 50 trillion dollars by 2035, 10 years from now. We always tend to underestimate the potential of market leaders, and I am not saying that $NVDA will do another 30X in the next 6 years, as it just did. This would be silly! However, I am deeply convinced $NVDA will be the first company to reach and surpass 10trillion dollars and I would be willing to bet that this happens before the end of 2030. Where will the stock be in 2035? 20, 30, 50 trillion? That might sound crazy but who would have bet that $AAPL would do another 10x in 11 years as of 2012? Not convinced? Have a look at the video below showcasing Jensen Huang's presentation of $NVDA 's latest innovations: www.youtube.com/watch?v=KI1aNYDFYEI These are volatile times, it's easy to get scared off, especially as a new investor but if you invest in quality assets on a regular basis, stick to your winners and don't panic during hard times, you will most certainly be rewarded!