---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000366332.md"
description: "$NVIDIA(NVDA.US)I realized recently that NVDA is no longer trading on IT budgets; it is trading on Defense budgets.​With "Sovereign AI" taking off in 2025, nations are now hoarding GPUs exactly like they hoard oil reserves. Why? Because computing power is now a matter of national security. Companies might cut spending during a recession, but governments do not cut spending on survival.​I am essentially holding the "digital oil" of the next century. The floor for demand is much higher than anyone thinks.@Bridge Buzz SG"
datetime: "2025-12-23T23:55:21.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000366332.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000366332.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000366332.md)
author: "[CLuo](https://longbridge.com/en/profiles/25175240.md)"
generator: "portal-rs"
---

# $NVIDIA(NVDA.US)I realized recently that NVDA is n…


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## Comments (4)

- **Captain's Treasure · 2025-12-25T07:21:16.000Z**: What a fantastic share! Posts like this truly level up our community💯🔥 Your SGD $2 reward has been issued – thank you for contributing to the community. Keep the sharp insights coming✨‼️ Ps: Don't forget to claim your reward at "Me" > "My Rewards".
- **beta-one · 2025-12-24T10:53:56.000Z**: Nice gains, this one’s really strong
- **HeyItsDaniel！ · 2025-12-24T03:26:00.000Z**: So my NVDA shares are basically my tiny piece of a "digital oil" reserve? I'll take it😂
  - **浩的** (2025-12-24T04:00:19.000Z): You're going to get rich😄


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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**