$NVIDIA(NVDA.US)
NVIDIA stock remains the best bellwether for the global AI trade and this week performance proves it. Despite some short term volatility following the earnings announcement, the underlying fundamentals and gross margins remain at an elite level that few other tech companies can match.
I am particularly encouraged by the expanded multi year agreement with Meta and the rising demand from sovereign AI initiatives. I plan to stay invested through these cycles because NVIDIA is effectively the engine behind the entire intelligence economy right now.
@Bridge Buzz SG
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