Nvidia stock is on a tear. This ‘next big thing’ can drive more gains.

Stocks increased by 1.3% on Thursday and gave the company a market value of $ 3.89 trillion – only the market value of $ 3,195 trillion, which was reached by Apple on 26 December 2024.

CEO Jensen Huang often launched robots as the next big thing, and last month, the company introduced a new humanoid boat called AEON, which was built in collaboration with the Swedish industrial technology company Hexagon.

This is not only for science fiction fans, but also the coastal owners should take a look at the robots. At a conference in Paris last month, Huang said that humanoid robotics would be one of the biggest industries so far ”.

Analysts who participated in the survey by Factset are waiting for annual income for the automotive and robot section of Nvidia, including self -ex -caring cars, and jumps from $ 1.70 billion to $ 7.55 billion at the beginning of the 2030s. If Huang’s bull estimation begins to look like, they will probably start to raise these estimates.

Earlier this year, there were some signs that Peter could go out of this year, warned the Huang government about the “deep painful” pavements of China’s semi -conductive ”pavements in semi -conductive exports, but since the market exceeded the worst of the tariff fears, stocks have returned. Now they are increasing 19% in 2025, which has helped Nvidia back the title of the world’s most valuable company and put it on the brink of a $ 4 trillion market value.

History shows that the stock will now take a breath: according to Dow Jones Market Data, an average of 4% in the third quarter. The good news for shareholders is that the last three months of the year tends to be the best period of Nvidia and an average increase of 23%.

The stock still sits well, but a large breakthrough in robotics can make the appearance even better.

Write to George Glover George.glover@dowjones.com