$NVIDIA(NVDA.US)

Context: "At some point demand and supply will be inverted again,” Jensen Huang said on The Ezra Klein Show. “That’s just the nature of markets.” Huang Sees a ‘Period of Digestion’, where markets would slow and enter a “period of digestion,” potentially lasting six months, nine months or a year. However, the distinction matters. Huang isn’t arguing that the AI investment cycle can continue indefinitely. He’s arguing that the industry remains years away from building more capacity than customers need. For now, spending continues to accelerate.

My Trade: Nvidia is one of the stocks I can invest in and just close the app to sleep soundly. The organisational structure is intact, with clear & consistent leadership and progress over the years. I am holding on for now.

Takeaway: Nvidia reported second-quarter revenue of $96.2 billion, up 106% from a year earlier, while Data Center revenue surged 117% to $89 billion. If anything, the AI spending and revenue is far from over. @Captain's Treasure