$NVIDIA(NVDA.US)

I don’t put NVIDIA (NVDA) in the “Too Hard” pile.

I put the rest of the market there.

Trying to predict which AI software application will win in five years is gambling. It’s too hard. But predicting who all of them will have to pay? That part is easy.

I don’t view NVIDIA as a tech stock. I view it as the Casino House. Google, Meta, and Microsoft are the high-rollers at the table, betting billions against each other in the AI arms race. I don’t care who wins the hand. As long as they keep playing, the House takes its cut.

The most rational strategy is to own the table, not the players. I’m happy to sit here and collect the rake. not the players. I am happy to sit here and collect the rake.

@Bridge Buzz SG