Traded Value$NVIDIA(NVDA.US)
Big Tech isn't buying these chips for profit. They are buying them for survival. That is why I think the demand floor is much higher than people realize.
The most expensive resource in AI is time. Companies are paying billions for time compression because being second place in this race means losing everything. This is not optional spending. It is mandatory defensive spending to stay relevant.
While others worry about a bubble I see a market with no other choice but to buy. I am comfortable holding my position because NVDA sells the one thing money usually can't buy which is speed.
@Bridge Buzz SG
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