In partnership with

Today’s Headline

The AI Trade Is Back On: Nvidia Soars On Saudi Deals – What This Means for Us

Hey friends,

I don’t know about you, but when I see headlines like “Nvidia Surges on Saudi AI Partnership”, my brain immediately lights up.

AI is no longer just a buzzword. It’s one of the biggest forces shaping the future of money, jobs, and technology. And at the center of it all? Nvidia.

This week, Nvidia’s stock spiked again—this time thanks to some huge news out of Saudi Arabia. So today, let’s break it all down together.

Is the AI trade heating up again? Is there still time to jump in? Or are we too late?

Let’s dive in.

🧠 Want to know how AI is secretly reshaping your portfolio?
Savvy investors aren’t just watching the markets—they're watching AI. The Rundown is a free daily email that distills the latest breakthroughs in artificial intelligence into bite-sized updates that matter to your money.
👉 Click here before everyone else does to stay ahead—or risk falling behind forever.

Learn AI in 5 minutes a day

This is the easiest way for a busy person wanting to learn AI in as little time as possible:

1. Sign up for The Rundown AI newsletter

2. They send you 5-minute email updates on the latest AI news and how to use it

3. You learn how to become 2x more productive by leveraging AI

Sign up to start learning.

What Just Happened?

This week, Nvidia announced big deals with Saudi Arabia to help the country develop its own AI infrastructure.

Saudi Arabia has been investing heavily in tech and innovation. It’s part of their grand plan to move away from oil and become a global leader in tech and AI.

So they’re not just buying Nvidia chips—they’re building full AI data centers. And guess who’s supplying the brains behind it all? Nvidia’s GPUs.

That’s why the stock popped.

Why Does This Matter?

Let me put it simply:

• Saudi Arabia is rich. Like, very rich.

• They want to lead the AI race.

• Nvidia makes the best AI chips in the world.

So, when a country like Saudi Arabia decides to go big on AI, and Nvidia is their go-to supplier, that’s a huge win.

Not just for Nvidia, but for the entire AI sector.

The Bigger Picture: AI Arms Race

Saudi Arabia is just one of many countries going all-in on AI.

China, the U.S., the UAE, and even smaller countries like Singapore are pouring billions into AI tech.

This isn’t just a trend—it’s a global arms race for data and intelligence.

And right now, Nvidia is selling the “weapons.” Their chips are used in everything from ChatGPT to robots to self-driving cars.

So the more this race heats up, the more Nvidia stands to win.

What Makes Nvidia So Special?

Let’s break it down in a few easy points:

1. They make the best GPUs (graphics chips) used in training AI models.

2. They’re ahead of everyone else—years ahead in some cases.

3. They have software too, not just hardware. So it’s like selling both the iPhone and the App Store.

4. Every major AI project uses Nvidia chips. That’s no accident.

That’s why the company is so valuable right now. It's not just hype. It’s dominance.

What’s This Deal With Saudi Arabia Exactly?

Good question.

Saudi Arabia is working with Nvidia and other partners to build giant data centers powered by Nvidia’s chips.

One project, in particular, involves setting up thousands of H100 GPUs (Nvidia’s flagship AI chip) across facilities in the region.

These centers will run large AI models for Arabic language training, autonomous systems, and healthcare.

So, this isn't just talk. It’s action. The money is already moving.

The Market Reacts — Nvidia Stock Jumps

After the news broke, Nvidia’s stock jumped over 4% in one day.

That might not sound huge, but for a company worth over $2 trillion, it’s a big deal. That’s billions of dollars in value added overnight.

It also reignited interest in AI stocks in general—companies like AMD, Broadcom, Super Micro Computer, and even software names like Palantir and C3.ai saw activity.

In short, this Saudi deal reminded investors: the AI trade isn’t over. It might just be getting started again.

Is This Another Bubble?

I get this question a lot.

Some people are afraid AI stocks are just a repeat of the dot-com bubble. Stocks going up fast, no profits, and eventually crashing.

But here’s the difference:

• Nvidia isn’t just selling a dream. It’s selling real chips that are in short supply.

• Companies using Nvidia chips are already producing results, like ChatGPT, Google Gemini, Tesla’s AI, and more.

• Revenue is exploding. Nvidia’s sales are up hundreds of percent year-over-year.

So yes, prices are high. But this time, the growth is real.

Are There Risks? Of Course.

No investment is 100% safe.

Here are some real risks I’m watching with Nvidia:

• Too much hype. Stocks can get overheated, and corrections will happen.

• China tension. The U.S. has limited chip exports to China, which could slow sales.

• Competition. Companies like AMD and even startups like Groq are trying to catch up.

Still, Nvidia has a massive lead. And right now, the demand is much bigger than the supply.

Is It Too Late to Buy Nvidia?

This is the million-dollar question.

Here’s how I personally think about it:

• Nvidia is already up a lot. So don’t expect it to triple again overnight.

• But… long term, AI is still just beginning.

• If Nvidia stays the leader in AI hardware (which it looks like it will), the stock could keep growing for years.

So, I wouldn’t go all-in. But I also wouldn’t sit on the sidelines if I believe in the AI future.

A small, smart position might be the way to go.

What I’m Doing Personally

I already own some Nvidia. It’s been one of my best performers.

But after this Saudi deal, I’ve added it back to my “watch closely” list. If there’s a dip, I may buy more.

I’m also looking into other names that benefit from Nvidia’s growth, like:

• Super Micro Computer (SMCI) – they build the servers that house Nvidia chips.

• Broadcom (AVGO) – their chips support AI infrastructure.

• Palantir (PLTR) – software that runs on AI hardware.

• ASML (ASML) – makes the machines that make the chips.

These are ways to play the AI trend without only betting on Nvidia.

What This Means for the AI Trade

This Saudi Arabia deal is more than just a headline.

It shows that:

1. Governments are spending billions on AI infrastructure.

2. Nvidia remains the top pick for AI hardware.

3. The AI race is going global.

This could mean we’re entering AI Boom Phase 2. The first wave was about hype. This wave might be about actual adoption.

But Wait — What If a Crash Happens?

It could.

Tech stocks go through cycles. Nvidia could drop 20% or more if the market turns.

That’s why it’s important not to chase. Instead:

• Build positions slowly.

• Buy on dips, not spikes.

• Think long term — 3 to 5 years minimum.

And always invest based on your goals and risk level.

Final Takeaways

If you’re reading this and wondering what to do next, here’s what I’d say:

• Don’t ignore AI. It’s real, it’s here, and it’s growing.

• Nvidia is still the king. If you’re investing in AI, Nvidia should be on your radar.

• But don’t FOMO. There will always be another dip, another deal, another moment.

My approach?

✔ Understand the trend.
✔ Own a small piece of the leader (Nvidia).
✔ Keep cash ready for better entries.
✔ Diversify with other AI-related plays.
✔ Stay updated—and don’t panic over short-term moves.

Thanks for reading.

AI is shaping our future in ways we can’t even imagine yet. From smart assistants to robot doctors to intelligent cities—this is just the beginning.

And Nvidia? It’s building the brains that power it all.

See you in the next issue,

[Live Life Grow Wealth]

DISCLAIMER

I make no representations, warranties, or guarantees, whether expressed or implied, that the content provided is accurate, complete, or up-to-date. Past performance is not indicative nor a guarantee of future returns.

I am an individual content creator and not regulated or licensed by the Monetary Authority of Singapore (MAS) as I do not provide investment services.

All forms of investments carry risks, including the risk of losing your entire invested amount. Such activities may not be suitable for everyone. You are strongly encouraged to seek advice from a professional financial advisor if you have any doubts or concerns.