Nvidia is currently priced for-To The Moon - Tiger Brokers Online Investing Community - To The Moon

Nvidia is currently priced for perfection and being the dominant maker leader. Eventually it will lose some market share of competitiveness.

Howeve it will continue to lead due to CODA as it is too difficult to move away. The AI race will continue for many years and compute is the true measure of power.

The world is going deeper into digital and branching into robotics (real world AI). Nvidia, ASML, TSMC, Micron will be powering this growth.

Google Unveils Custom AI Chip Roadmap: Nvidia Moat Under Threat?

Google is accelerating its shift of AI workloads onto its in-house Ironwood TPUs, reducing dependence on external Nvidia GPUs. CoreWeave and Nebius business models rely entirely on reselling Nvidia compute capacity. Nvidia's latest earnings confirmed robust HBM demand, and Google's transition is a 3–5 year structural trend rather than a quarterly catalyst. Can Google's TPU roadmap genuinely threaten Nvidia's moat, or does Nvidia's customization capability remain irreplaceable?

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