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I even have never been one to have a cluttered desk at work.

To me, the whole thing has a spot. Awesome desk organization, awesome outcomes, is how my head works.

But I broke this rule barely by the close of trading on Friday. Going forward, I could have a paper cutout of Nvidia (NVDA) CEO Jensen Huang in his trademark leather jacket thumbtacked to the wallboard (see pic below). And I’ll let you already know why.

For one full day this week I forgot to establish Nvidia’s stock price my usual 10 times a day — only checking in five times. I let myself (and in addition you all) down because, inside the blink of an eye fixed fixed, Nvidia’s stock went from a quick sell-off from the Monday record highs back to those self same highs come the highest of the week.

I missed it!

The stock is up 13% in October, dusting the 1.4% gain for the S&P 500. AMD’s (AMD) stock is down by 5% this month, identical to Intel (INTC).

So Jensen’s face on my desk is a reminder to establish in with Nvidia’s stock price and fundamentals quite a couple of times a day. And to ask everyone I encounter about Nvidia, even people not inside the chip space (as I did at one annual CEO dinner this week hosted by ServiceNow’s (NOW) CEO Bill McDermott).

Here’s what I was reminded of by recommitting to an Nvidia obsession: Something insanely bad from a company-specific perspective might be the one thing taking this market darling down for any prolonged time period. To be honest with you, I don’t see where that insanely bad stuff would sprout from over the next few quarters.

Neither do the array of plugged-in characters I chat up each week.

“I don’t think for those who get to Nvidia, there’s any hype the least bit. I even have known Jensen for a very long time, and he’s the actual deal. What these guys are doing could possibly be very real and really powerful,” C3.ai (AI) founder and CEO Tom Siebel told me on Yahoo Finance’s Opening Bid podcast (video above; listen in below).

Hey Sam Altman, it’s best to observe what Siebel thinks about your latest valuation…

Anyhow, Hewlett Packard Enterprise (HPE) CEO Antonio Neri has known Jensen for ages. I didn’t get the sense Nvidia’s products were anything but super hot sellers in a chat with him, yours truly, and Seana Smith on Yahoo Finance’s Catalysts.

“If you think about the large-scale [cloud] providers, what they need is to return to market with probably the most recent technologies. And clearly, Blackwell is a key component of that as they go from air-cooled to the liquid cooling, more power density and more performance, and so that they are on the appropriate track to do that,” Neri said about Nvidia.

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Speaking of Blackwell — Nvidia’s recent ultra-high-powered AI chip — the analyst community feels as within the event that they’re readying to jack up their fourth quarter profit forecasts on better-than-expected demand.

“We imagine demand is outstripping supply for Nvidia 15:1, and the Street is realizing this AI party stays to be at 9 pm and being led by the Godfather of AI Jensen and Nvidia. TSMC had monster [earnings] numbers, and Blackwell looks like an Aaron Judge debut coming out of the gates,” Wedbush analyst Dan Ives told me.

The JPMorgan team estimates “several billion dollars” in Blackwell revenue in Nvidia’s fourth quarter. Huge if it happens, underscoring the appetite to construct out AI infrastructure.

Imagine me, I actually have a take a look at Nvidia very critically, just like all the companies I report on.

But geez, it sure looks as if Nvidia being back in beast mode makes a great deal of sense — as does having a cutout of Jensen at my desk.

“Jensen is an innovator, great leader, great operator. You’ll find a way to’t count those guys out of anything,” Siebel added.

Thrice each week, I field insight-filled conversations with the biggest names in business and markets on Opening Bid. Find more episodes on our video hub. Watch in your preferred streaming service. Or listen and subscribe on Apple Podcasts, Spotify, or wherever you discover your favorite podcasts.

Brian Sozzi is Yahoo Finance’s Executive Editor. Follow Sozzi on X @BrianSozzi and on LinkedIn. Tips on deals, mergers, activist situations, or the remainder? Email brian.sozzi@yahoofinance.com.

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