You know Nvidia (NVDA) if you had any involvement in the markets throughout 2024. The A.I. giant dominated the trading floor and became inseparable from the tech sector. David Nelson expects the company to remain a leader in the space but urges investors to keep an eye on capex spending around hyperscalers. He later discusses how Broadcom (AVGO) and Marvell (MRVL) stand against Nvidia after posting impressive A.I. beats in 2024.