$NVIDIA(NVDA.US)

I stopped looking at financial reports and started looking at where the smartest people are going. I noticed a pattern on LinkedIn: The brightest PhDs and engineers aren't learning how to code for competitors; they are dedicating their careers to the CUDA ecosystem.

This is the "Brain Drain" Moat. You can copy a chip layout in a few years, but you cannot copy the collective brainpower of millions of developers who have spent a decade mastering NVIDIA's tools. The hardware is just the admission ticket; the real monopoly is on the human talent. As long as the world's best engineers are building on NVIDIA, betting against them is betting against human innovation itself.

I’m keeping it simple. I go where the brains go.

Disclaimer: Just sharing my thoughts. DYODD.

@Bridge Buzz SG