Nvidia is a must-own stock, according to @TuttleCapital. But he sees even bigger upside potential in a lesser-known AI name over the next five years. Here's why he's looking beyond $NVDA: #nvidia# #investing#

Nvidia CEO Jensen Huang warns that skyrocketing AI demand faces a major obstacle: scarce working capital. $SMH $CRWV carries a debt-to-equity ratio above 1,000%, pressuring shares as funding costs rise. $AVGO and $NVDA agree capital is scarce, yet both chipmakers trade at PEG ratios below 0.6. Seeking Alpha Quant Ratings: Nvidia = Strong Buy Broadcom = Strong Buy CoreWeave = Hold To widen buyer capacity, Nvidia is pushing for heavy investment in European neocloud infrastructure and data centers. While cloud providers face heavy debt, Nvidia sits on over $62B in cash and liquid assets. Who funds the AI build-out if capital stays scarce?

Nvidia $NVDA CEO Jensen Huang visited Kazakhstan today for the first time "Jensen Huang’s visit to the nation’s capital, Astana - including a presidential meeting and public fireside chat - coincided with new AI infrastructure commitments anchored by NVIDIA compute."

Nvidia ($NVDA) CEO Jensen Huang says neoclouds have strong demand but need more working capital to grow. “You can’t solve the absence of demand.” He expects financing solutions to follow. (Original source: @BloombergTV)

Nvidia $NVDA CEO Jensen Huang brought AI-trained Microduck robots onstage at GTC Berlin, where they walked and performed somersaults. Their skills were developed using RTX Spark, Omniverse simulations and cloud training. (Via @wallstengine, Original source: @NVIDIA)