Those selling the shovels are still the real winners!

Based on the growth rate of token consumption.

In the future, it's still the shovel sellers who will be making a killing!

Look at the profit margins of TSMC and NVIDIA.

Anyone who's done business knows how good this is, it's really mouth-watering.

When the valuation comes down, that's the time to buy.

$NVIDIA(NVDA.US)$Taiwan Semiconductor(TSM.US)

Longbridge - 大宇投资笔记
大宇投资笔记

The ones selling shovels are indeed making money

NVIDIA's one-day gain is close to 8%

Strong!

$NVIDIA(NVDA.US)$Taiwan Semiconductor(TSM.US)

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