$NVIDIA(NVDA.US)
I see NVIDIA as the backbone of AI right now.
If you want serious compute, you still end up with NVIDIA. The hardware, the software, and the ecosystem are tied together, and that’s not easy to copy. Competitors exist, but switching away is slow and painful.
China rules and politics make the stock jumpy in the short term. I don’t like the noise, but I don’t think it changes the core story. Big cloud companies are still spending, and they still need NVIDIA chips.
@Bridge Buzz SG
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