$NVIDIA(NVDA.US)
From my point of view, NVIDIA is stronger than the hype suggests. The biggest AI buyers keep returning because switching costs are high, and NVIDIA delivers the most reliable performance for large-scale deployments.
Demand remains solid. As long as Blackwell ramps well, data center revenue grows, and margins hold, I believe NVIDIA will stay a core long-term winner through 2026, even if the stock experiences periods of consolidation and volatility.
@Bridge Buzz SG
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