Traded Value$NVIDIA(NVDA.US)
Stop thinking big tech companies have a choice. I believe they don't.
Buying these chips isn't "CapEx" anymore, it is "Corporate Insurance." If they stop buying, they die. When survival is the primary driver, price targets become irrelevant. We are seeing a mean reversion to a new reality where compute is the new currency.
I don’t try to predict the waves. I just make sure I am in the boat. The biggest risk right now isn't holding NVDA, it is betting against the global arms race.
@Bridge Buzz SG
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