$NVIDIA(NVDA.US)

The headlines about Meta potentially using Google chips have rattled the market today. I see this differently. To me this looks like standard negotiation leverage rather than a fundamental shift.

​Big tech companies always try to diversify but Nvidia’s CUDA software moat is simply too deep to be replaced overnight for high-end training. I view this drop as an emotional reaction rather than a logical one.

​I am not letting this rumor shake my conviction. In fact I am using this fear to quietly add to my long-term position while others panic.

@Bridge Buzz SG