The Stock Series: Nvidia and Rocket Lab

Rocket Lab's Peter Beck v Nvidia's Jensen Huang. (Image: Jacques Steenkamp/Getty/NZME)

Sat, 26 Jul 2025

This is a continuation of the ongoing series discussing a couple of stocks every week, which are deemed "so important that you need to have a view on them". These aren’t deep dives (those are 100+ page decks) – these are some high-level observations and bigger-picture thoughts and views.As always, this is not investment advice.NvidiaNvidia (Nasdaq: NVDA) was founded in 1993. At its most basic, it invented the graphics processing unit (GPU). GPUs make central processing units (CPUs) look like paperweights.Without getti...

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