I think $NVIDIA (NVDA.US)$ will continue to outperform for t...
I think $NVIDIA(NVDA.US$ will continue to outperform for the foreseeable future. AI is the world’s most important tech imo and to get to AGI will require more and more GPU power. Nvidia is leap and bounds ahead of any competitor in this market. Each big tech CEO is putting AI in the forefront of their roadmap, if they don’t, they loose any competitive advantage they might have. Countries are going to start massively investing in sovereign AI infrastructures. More companies outside of big tech are going to invest more in AI. Plus Nvidia has the software advantage, they will benefit hugely from the ongoing revenue that generates. Remarquable also that Nvidia said recently they would be producing new GPU every year! I just don’t see this slowing down. I might be wrong, but I’m holding on NVDA for the foreseeable future. If I see that there will be a possible market disruption, I just stop sell and buy on the dip.
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