
Traded Value$NVIDIA(NVDA.US)
In the short run the market is a voting machine, in the long run a weighing machine. The price action shows a simple fact: Nvidia remains the only real player in the field.
From my perspective the fundamentals are unmistakably strong. As demand shifts from training to inference, cash flow becomes far more predictable. This breakout looks like the market recognizing true earning power, not chasing excitement.
@Bridge Buzz SG
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