Jul. 20, 2025 7:43 AM ETNVIDIA Corporation (NVDA) Stock, NVDA:CA StockNVDA, NVDA:CAKennedy Njagi490 FollowersSummaryNvidia is the 'queen' of the AI ecosystem, dominating hardware, software, and systems and controlling key segments from training to inference and networking.Unmatched AI leadership, explosive revenue growth, and strategic partnerships with players like Astera Labs, Credo, and Super Micro Computer reinforce Nvidia's central role.China market access and the Omniverse platform provide significant new growth drivers, supporting a strong 12-24 month growth outlook and a buy rating.Despite high absolute valuation multiples, Nvidia's rapid growth and favorable PEG ratios make it attractive versus peers; the main risk is US-China geopolitical tension.da-kuk/E+ via Getty ImagesInvestment ThesisAfter writing a couple of articles on AI and semiconductor companies that I believe are well positioned in the AI ecosystem, I realize that there is a missing piece; the Queen. Just like a chess match, theThis article was written byKennedy Njagi490 FollowersKennedy is a GARP-themed investor with a bias towards companies with aggressive growth prospects, en route to becoming highly profitable in 1-2 years.His investment philosophy emphasizes long-term discipline, consistent alpha, and a pinch of salt (risk).He writes to empower the underprivileged and improve financial literacy.The Curious Analyst is an associate of Kennedy NjagiAnalyst’s Disclosure:I/we have a beneficial long position in the shares of NVDA either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.Comments