placing Nvidia behind MIcrosoft after exceeding the market capitalization of the more established technology firm Tuesday.

Other Nvidia customers like Meta, Microsoft, and Alphabet also primarily sell digital ... so companies can't afford to cancel ...

Geoffrey Seiler has positions in Alphabet. The Motley Fool has positions in and recommends ASML, Alphabet, Amazon, Meta Platforms, Microsoft, Nvidia, and Taiwan Semiconductor Manufacturing.

Yet he remains an elusive subject. Nvidia’s $73bn in net profit last year, not far behind Microsoft’s $88bn, points to a strategic genius at work. His rambling disquisitions on earnings calls ...