
$NVIDIA(NVDA.US)
My grandfather used to tell me: "Buy land, they aren't making any more of it." Today, I look at NVIDIA and realize I’m doing the exact same thing, just in the cloud.
Compute is the "Lan...
$NVIDIA(NVDA.US)
People say NVIDIA chips are too expensive. I think that misses the point. From a CEO’s view, NVIDIA is one of the strongest deflationary forces in the world.
A thirty thousand dollar GP...
$NVIDIA(NVDA.US)
I admit it. I have absolutely no idea what the killer app for AI will be in five years. Will it be robots? Flying cars? Or just a better Siri? I do not know, and I do not need to know....
$NVIDIA(NVDA.US)
I stopped looking at financial reports and started looking at where the smartest people are going. I noticed a pattern on LinkedIn: The brightest PhDs and engineers aren't learning how...
$NVIDIA(NVDA.US)
People obsess over the P/E ratio, but they are measuring the wrong thing. I don't view NVDA as a tech manufacturer anymore; I view it as Digital Real Estate.
Think about the physical wo...







