
Rate Of Return$NVIDIA(NVDA.US) People have been crying 'Sell Nvidia' for the past couple of weeks, citing new competitors from Google's TPU as well as China no longer being interested in using Nvidia's chips. The question is: How long will it take before China comes up with their own chips that would be efficient enough to compete with Nvidia? How many customers would be willing to shift away from Nvidia's CUDA system in favour of Google's TPU? In a world full of uncertainties, Nvidia's strong moat & dominance still give us long-term investors peace of mind. As the saying goes, time in the market beats timing the market. While short-term impatient traders sell off, I believe it's the right time to continue to compound for the future. @Bridge Buzz SG
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