$NVIDIA(NVDA.US)

I’ve noticed that people keep making the same mistake. They assume AI will always stay trapped on a screen. To me, that is such a limited way of thinking.

Once intelligence is embedded in robots that can move, see, lift, weld, and build, everything changes. That is when AI steps into the real economy, and that is where the real value gets created.

And NVIDIA is no longer just a chip company in my eyes. They are turning into the operating system for the entire global supply chain. When technology starts compounding in the physical world, the upside becomes massive.

When I see something like this, I do not try to overthink it. I stick with it. The physical-AI era is only just getting started.

@Bridge Buzz SG