$NVIDIA(NVDA.US)
What I pay attention to with NVIDIA isn’t the headlines.
It’s how little the stock reacts to bad news.
Valuation concerns show up.
Supply rumors circulate.
Nothing sticks for long.
That tells me demand is still overwhelming the narrative.
When Jensen Huang speaks, the market listens less to promises and more to allocation signals.
AMD and others remain options.
But when budgets get approved, Nvidia still gets priority.
@Bridge Buzz SG
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