Traded Value$NVIDIA(NVDA.US)
Everyone is talking about competition today but I am looking at the expanded partnership with Synopsys. This is the real signal that matters to me.
Nvidia is embedding itself deeper into the entire chip design process. This strengthens the ecosystem and makes their dominance even stickier. When a company becomes the infrastructure for the entire industry, it is hard to bet against them.
I see this pullback as a disconnect between price and value. My strategy remains simple. I ignore the headlines and trust the widening ecosystem.
@Bridge Buzz SG
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