$NVIDIA(NVDA.US)

I don't view this as a tech stock anymore; I view it as a tax on the future.

Every time a company uses AI, upgrades a data center, or trains a model, a fraction of that money flows back to Nvidia. It’s the ultimate business model. I’m not betting on who wins the AI war; I’m owning the entity that collects the toll from everyone fighting it.

Investing is simple when you own the landlord of the entire sector.

@Bridge Buzz SG