Nvidia: Still Lovin It
from LOGO Quicktakes Hosted by Eric, LOGO Investor
Quick take on Nvidia and why we continue to like the story and leadership position while also admitting there will be wicked corrections in the whole group along the way. In 2023, the world generated a few trillion tokens. In 2024, hundreds of trillions. In 2025, quadrillions. The hyperscalers reported token throughput growing at 5x, 10x, even 20x year over year — and they're still capacity-constrained. Yes, much of this growth happens at the inference layer, where competition is real — AMD, Google's TPU's, AWS Trainium, and custom silicon from Meta and Microsoft are all chasing share. But Nvidia owns the highest-value real estate in the AI economy: frontier model training, where there is essentially no substitute. Every new foundation model — from OpenAI, Anthropic, Google, Meta, xAI, Mistral — is trained on Nvidia. Important Information Investors should carefully consider the Fund’s investment objectives, risks, charges, and expenses before investing. This and other information can be found in the Fund’s statutory and summary prospectuses, which may be obtained at LogoETF.com. Read the prospectus carefully before investing.
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