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Can Nvidia Reach a $6 Trillion Market Cap? Wedbush’s Matt Bryson Explains

Bullish Gator

Wedbush MD Matt Bryson explains what Nvidia needs to hit $6T, how tight memory supply could help (and likely shortages next year), the impact of open-weight AI models, and implications for Intel.

Editorial companion

What stands out

Wedbush’s Matt Bryson lays out a concrete road map for how Nvidia could reach a $6 trillion market cap: relentless revenue and profit growth plus persistent memory tightness that keeps hardware economics favorable. He argues tight memory supply could paradoxically help Nvidia’s GPU-led AI ecosystem by limiting rival system scaling, and warns of likely memory shortages next year. He also explores how an open-weight model from Nvidia-backed Reflection could change AI demand, how a possible Elon Musk, TSMC tie-up would affect Intel, and why reported pullbacks by Microsoft and Meta on Anthropic’s Claude may hurt Anthropic more than Nvidia.