Core Viewpoint - Nvidia has experienced significant stock growth of 1,300% over the past five years, outperforming the Nasdaq Composite's 100% return, driven by strong demand for its GPUs across various applications [1][2]. Group 1: Nvidia's Performance and Market Position - Nvidia's market capitalization stands at 2.5trillion,makingitthethird−largestcompanyglobally,withpotentialforfurthergainsduetoalargeaddressablemarket[4].−ThedemandforNvidia′sGPUsisfueledbyapplicationsinAI,cloudcomputing,anddigitaltwins,contributingtosubstantialrevenueandearningsgrowth[2].Group2:Amazon′sCompetitivePosition−Amazon,withamarketcapof1.9 trillion, ranks as the fourth-largest company, trailing Nvidia by 30% [6]. - Despite underperforming Nvidia with a 45% stock gain over the past five years, Amazon's recent pullback presents a buying opportunity for investors [7][9]. Group 3: E-commerce and Cloud Computing Growth - Amazon controls 40% of the U.S. e-commerce market, which is projected to grow at a 15% annual rate, potentially generating over 19trillioninannualrevenuebytheendofthedecade[10].−TheEuropeane−commercemarketisexpectedtotriplefrom2024to2030,providingfurthergrowthopportunitiesforAmazon[12].Group4:CloudInfrastructureMarket−Amazonholdsa302 trillion in annual revenue by 2030 [13]. - Amazon Web Services (AWS) generated nearly 108billioninrevenuein2024,reflectinga19100 billion, which may initially weigh on earnings but is expected to lead to accelerated earnings growth in subsequent years [17][18]. - Projections indicate Amazon's earnings could reach 16.22pershareby2030,potentiallyincreasingitsmarketcapto4.75 trillion, surpassing Nvidia if the latter faces challenges [20][21].