Traded Value$NVIDIA(NVDA.US)
Most investors try to be smart by predicting the next move. I prefer to invert the problem and ask what could possibly kill this business.
The answer is very little. The moat here is not just silicon it is the high switching costs. NVDA has become the standard language of AI. To replace them competitors would have to rewrite the entire industry code base.
I have no urge to interrupt the compounding just to feel active. I am content to sit on my hands.
@Bridge Buzz SG
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