$NVIDIA(NVDA.US)

Stop trying to pick the winner of the AI race. It’s too hard. Be the Casino instead.

I have no idea if OpenAI, Google, or Meta will win the software war in 10 years. And quite frankly, I don't care. Here is the beauty of this position: They are all betting against each other, but they are all paying NVIDIA. It is the perfect "neutral hedge." As long as the war continues, the arms dealer wins regardless of the outcome.

Why make investing difficult by guessing the horse? I prefer the easy decision. I own the racetrack. That is why I sleep well at night while others panic over headlines.

@Bridge Buzz SG