I do think it's unfair to discount Nvidia's success as "having gotten lucky." On the other hand, I also think the back-to-back 1-2 punch of crypto and LLMs was

I do think it's unfair to discount Nvidia's success as "having gotten lucky." On the other hand, I also think the back-to-back 1-2 punch of crypto and LLMs was probably hard to foresee as something way more important than a handful of high-end gamers and maybe some commercial linear algebra applications.