$NVIDIA(NVDA.US)

The biggest risk right now isn't owning NVIDIA; it's betting against the global arms race. Today's price strength reflects a harsh reality for Tech Giants: buying these chips is no longer a choice, it is a necessity.

The fundamentals reveal a unique dynamic: CapEx is no longer optional; it is existential. Think of NVIDIA chips not as "hardware," but as "Corporate Insurance." If Google, Meta, or Microsoft stop buying, they risk becoming obsolete overnight. They are forced to spend billions just to stay relevant. This creates a "floor" for demand that is much stronger than normal consumer cycles.

I’m not tempted to time the top in an arms race. History shows that when everyone is fighting for survival, the arms dealer is the safest place to be.

@Bridge Buzz SG