Nvidia just hit $5.7 trillion and jensen huang is literally on air force one right now

Jensen is on a plane to beijing with trump, elon, and tim cook. Trump called him personally because when your company is worth more than every country except two you get a seat on the plane. The numbers have gone full parody mode $5.7 trillion market cap as of yesterday and was $400 billion three years ago. idk what happening it gained 250 billion in a single day which is more than the entire market cap of 95% of public companies. Bank of america just raised their target to 320 dollar implying another 45% upside. It worth more than the combined stock markets of germany, france, and the uk lol and worth more than every other semiconductor company on earth combined. Amd, intel, broadcom, tsmc, qualcomm, arm, all of them together don't add up to nvidia. the wild part is they did this while earning basically zero from china because of export controls so the beijing trip is about opening that market for the h200 chip. Reuters says the US just cleared about 10 chinese firms to buy it nd if china opens up nvidia's revenue could jump another 15-20% on top of already insane growth. every single gpu powering every AI tool you use runs through nvidia like every chatgpt prompt, every claude conversation, every video generated through kling or magic hour, every image midjourney produces, every line of code cursor writes, every single ai computation burns nvidia silicon. the bear case is that every major customer (google, amazon, microsoft, meta) is designing custom chips to reduce nvidia dependency but cuda lockin is real, the software ecosystem has millions of developers building on nvidia's stack and switching costs are measured in years not months so by the time alternatives are viable nvidia will have shipped blackwell and vera rubin and probably something else we haven't seen yet. positions or ban as they say. what's everyone's read going into next week?