I added to my Nvidia position because it remains the clearest beneficiary of the AI investment boom. Its revenue model is proven, its double-A credit rating signals financial strength, and it is expected to generate over $70 billion in net income this year. Unlike firms still chasing AI success, Nvidia already leads, giving it unmatched visibility into real demand. Jensen Huang’s projection of selling roughly $500 billion of Blackwell and Rubin chips underscores confidence in sustained growth, even if supply limits cap near-term volumes.
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- cheezi·12-03 23:38Holding strong here too [龇牙] NVDA to the moon!LikeReport