The video analyzes Nvidia's potential for growth, suggesting it may not be too late to invest in NVDA. It states that NVDA has a stock YTD of 24%, a TTM revenue growth of 87%, operating income has increased by 80% and cash is up by 70%. It mentions that Nvidia has a PE of 50 which is going to be 40 forward. A major factor is its software, especially CUDA, which creates a moat.The analysis puts forth that the current $150 billion revenue could 4x. It looks to McKinsey which predicts $5 trillion will be spent by 2030. There is an upwards direction and 5x can be put on the table, while noting this isnt a straight up and down line with any guarantee. He mentions its new SEF score of 125/125. The conservative price target of $846.90 is derived from this estimate.