$NVIDIA (NVDA.US)$ metas massive spending for the next quarters is positive for nvda. Nvda is top dog, that 100% benefits from AI boom. Think about it, all other companies have to make adjustments, spend money on infrastructure or lose money on one department like CPUs but make money on GPUs. NVDA always made GPUs, nothing changed only money has gotten much much bigger for nvda. Nonetheless the stock market will drag it down temporarily, but NVDA makes and control the spice for now
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