Traded Value$NVIDIA(NVDA.US)
People are busy worrying about today’s chip supply, but the real story is how fast NVIDIA keeps moving. Competitors are still chasing Blackwell while NVIDIA is already rolling out Rubin.
That’s what winning growth companies look like. They keep raising the bar so fast that everyone else is running a race that’s already over.
When you find a company that accelerates faster than the entire industry can respond, you don’t get off. You stay on, because the upside comes from staying ahead with them.
@Bridge Buzz SG
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