05/09/2026
NVDA = 5X in three years...
Three years ago, almost to the day, I published my “Copernicus Moment” podcast. At that time, the market cap of Nvidia was approaching $1 trillion. This week, NVDA’s market cap hit $5 trillion. That’s a 5X increase in just three years.
Compared to three years ago, A LOT more people know what AI is and are using tools like ChatGPT, Gemini, Claude, etc. on a daily basis. That said, it feels to me as if the VAST majority of people are only scratching the surface when it comes to AI.
I also think it’s safe to say that a significant portion of our population still does not grasp the power of AI and the PROFOUND transformation that will take place over the next few years. I’m talking about personal life, professional life, the public and private sectors, and society itself.
At its core, AI is about the DEMOCRATIZATION of KNOWLEDGE.
You have to spend some time with that concept to fully grasp the implications for humankind. That’s why I called it a “Copernicus Moment.”
Three years ago, I did not know 99% of what I know today about AI. All I knew was that something profound was about to happen.
You know what tipped me off?
It was my very first query with ChatGPT.
I don’t even remember what I asked the chatbot, but it was the RESPONSE I received that made me realize we were on the cusp of something transformational.
Specifically, it was the QUALITY of the response. The grammar. The clarity. The word choice. If you read my comments at that time, you may recall that I described the writing as "pristine."
When I read that first response, I immediately thought of my mom and my tenth-grade English teacher, Ms. Huntzinger. Both women instilled in me a sense of pride when it comes to communicating.
Their words of encouragement echoed in my mind:
“Be concise. Be clear. Be articulate. In every word that comes out of your mouth and the end of your pen.”
That first response from ChatGPT embodied all of those characteristics.
That’s how I knew this was big.
Well, this is MUCH bigger than I imagined three years ago, and the parameters of that potential are expanding at an astonishing rate.
To me, it feels like having a rocket strapped to my derriere. 🚀
Some people may find it disconcerting. I find it thrilling.
Today, ChatGPT rolled out a new feature that is going to scare the Bejesus out of some people. Others, like me, will say, “Praise the Lord,” because the chatbot now has the ability to remember and cross-reference past conversations.
Unless you are a power user of ChatGPT, that may not mean much to you. Believe me, this is a BIG DEAL. It represents an entirely new level of utility.
The article below is about Nvidia and how its founder, Jensen Huang, has put his money where his mouth is.
I featured Mr. Huang in my “Copernicus Moment” and subsequent episodes of my ATLSherpa podcast back in 2023.
I really hope you bought some NVDA stock. But if you missed it, I still believe this company has A LOT of runway ahead of it.
Even if you have already embraced AI, I encourage you to push the boundaries of whichever platform you are using.
We are about to witness incredible breakthroughs in generative AI and especially agentic AI.
Embrace this technology.
Run toward it, not away from it.
Put this into the context of the Renaissance or the Industrial Revolution. It’s that big. It’s that important.
The transformation will be PROFOUND.
Lead the way. For yourself, your family, your friends, and your co-workers.
Nvidia is pouring billions of dollars at a time into companies across the AI infrastructure stack, while also signing commercial deals with them.
