Nvidia just smoked the AI bears.

Seriously.

Every time the market starts muttering about an “AI bubble,” another earnings release lands and completely blows the argument apart.

In today’s video, I break down exactly why I still do not believe we are anywhere near an AI bubble, and why the underlying infrastructure buildout continues accelerating far faster than most investors realise.

I’ll also explain:

  • How Nvidia could realistically become a $10 trillion company
  • Why a $20 trillion SpaceX valuation may not be nearly as crazy as it sounds
  • Why the AI infrastructure rollout is still in its early innings
  • And why the IPO market, space economy, and AI boom are all beginning to collide at once

Honestly, this may be the most excited I’ve been to record a video in a long time.

There is a huge amount happening beneath the surface of this market right now.

Best,

Sam Volkering
Investment Director, Southbank Investment Research

PS The AI boom does not work without metals.

No copper, lithium, uranium, or rare earths… no data centres, no GPUs, no infrastructure buildout. Which is why one of the most interesting new AI stories has nothing to do with chatbots at all.

A company backed by Bill Gates, Jeff Bezos, and Sam Altman claims it has built AI capable of locating massive mineral deposits from the sky.

If it works, it could reshape the resource market underneath the entire AI boom.