NVIDIA$Western Digital(WDC.US)
WDC provides the storage that AI runs on, like the basic supply for all data. That kind of position is very hard for others to replace.
I don’t need to guess which AI company will win. I would rather own the foundation that all of them depend on. Good investing is not about constant action, it is about having the patience to let a solid idea work over time.
@Bridge Buzz SG
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