Sun Feb 08 09:10:00 UTC 2026: ### Nvidia’s AI Boom: Analyst Credits ChatGPT for Meteoric Rise
The Story:
Since the launch of ChatGPT on November 30, 2022, Nvidia (NVDA) has experienced explosive growth in revenue, profits, and stock price, transforming the company into one of the world’s most valuable. An analyst writing for Seeking Alpha attributes this surge directly to the “AI tailwinds” created by the widespread adoption of AI technologies like ChatGPT. The analyst discloses a long position in NVDA shares, clarifying that their opinions are their own and not influenced by compensation beyond Seeking Alpha’s standard practices.
Key Points:
- Nvidia’s financial performance has surged since the release of ChatGPT on November 30, 2022.
- The analyst attributes this growth to “AI tailwinds.”
- The analyst has a long position in NVDA shares since 2017.
- The analyst asserts their opinion is independent and uncompensated, beyond standard Seeking Alpha practices.
Critical Analysis:
The analyst’s disclosure of a long position in Nvidia is crucial. While the article states the analyst’s opinion is their own, readers should consider this potential bias when evaluating the claims made. The historical context paints a picture of Nvidia’s stock being viewed as undervalued at times, potentially contributing to the surge as these prior assessments materialize.
Key Takeaways:
- The rise of AI applications like ChatGPT has had a demonstrably positive impact on Nvidia’s financial performance.
- Investment analysis must always be viewed critically, especially when the author has a vested financial interest.
- Nvidia’s perceived undervaluation in the past foreshadowed potential growth aligned with the AI boom.
- Nvidia’s long term AI trajectory remains intact, suggesting continued growth.
First Piper 