For many investors, the million-dollar question is how far Nvidia can go or whether it can sustain its dramatic growth. Nick Griffin, chief investment officer at Munro Partners, has invested in Nvidia since 2019 — but even he is taken aback by the stock's astronomical run so far.
" Griffin said that he's seeing use cases in "lots of different verticals," citing examples such as summarizing meetings, security threat detection and cancer detection. "Proper" AI assistants on smartphones are another possible use case. "So I can see quite literally thousands and thousands of applications here, and many of which I would probably pay for over the next three to five years, which means this investment is probably sustainable," he said.
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