$NVIDIA(NVDA.US)Over years in markets I have learned that dominant technology platforms tend to compound value over time, even if the ride isn’t smooth. Nvidia’s position in the AI stack reminds me that early dominance begets ecosystem lock-in, which withstands competition and cyclical weakness.
NVDA is under short-term pressure from valuation concerns, competition, and geopolitical shifts but its structural role in AI and data center computing supports strong long-term prospects. That’s why for me, its a buy.
Especially as Trump has launched formal review that could approve shipments of Nvidia’s H200 AI chips to China, fulfilling his earlier statements about reversing export restrictions which would be great news.
@Bridge Buzz SG
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