Nvidia just crossed $5 trillion in market cap and posted triple-digit revenue growth, yet analysts argue the most powerful catalyst for the stock has not even hit full stride yet.

Nvidia's first-ever full-year forecast projects $673 billion in fiscal 2028 revenue, a 70% growth rate that would surpass Apple and Alphabet.

Critics compare Nvidia’s billions in customer financing to 1990s telecom gear makers, warning of massive losses if artificial intelligence demand cools down.