$NVIDIA(NVDA.US)

People say NVIDIA chips are too expensive. I think that misses the point. From a CEO’s view, NVIDIA is one of the strongest deflationary forces in the world.

A thirty thousand dollar GPU looks costly until you see what it replaces. Millions in labor, time, and energy can be compressed into silicon. The result is not higher cost but dramatically lower cost to solve problems.

Companies are not buying NVIDIA to spend money. They are buying it to cut operating expenses. As long as NVIDIA is the cheapest way to produce intelligence, demand is driven by accounting, not hype.

I am holding the company that makes everything else cheaper. That’s a winning formula.

@Bridge Buzz SG