$NVIDIA(NVDA.US)

The moat is never just about technology. It’s about foresight and adaptability. Nvidia introduced location verification tech to prevent chips from reaching restricted markets. This doesn’t make headlines, but it protects the company’s ability to sell globally without running afoul of regulators. That’s the kind of quiet discipline that separates companies that last from companies that don’t.

I don’t measure a business by flash. I measure it by whether it can keep generating returns under real-world constraints.

@Bridge Buzz SG