Twilio (NYSE: TWLO) stock has been red-hot on the market in the past six months, rising an incredible 148% as of this writing as investors seem to have recognized the potential impact of the growing adoption of artificial intelligence (AI) on the company's business.

One key point about Nvidia that sets it apart from other AI investments is that it's making piles of money from all of the AI investments from big tech companies. Hans Mosesmann from Rosenblatt Securities has a Street-high price target of $220 per share on Nvidia.

Artificial intelligence (AI) has been one of the hottest segments of the stock market for the last two years. Many investors are focused on pick-and-shovel plays like chip supplie