$NVIDIA(NVDA.US)
I realized recently that NVDA is no longer trading on IT budgets; it is trading on Defense budgets.
With "Sovereign AI" taking off in 2025, nations are now hoarding GPUs exactly like they hoard oil reserves. Why? Because computing power is now a matter of national security. Companies might cut spending during a recession, but governments do not cut spending on survival.
I am essentially holding the "digital oil" of the next century. The floor for demand is much higher than anyone thinks.
@Bridge Buzz SG
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