JosC
JosC
Humility over Hubris. Diversification is the only 'free lunch' in finance.
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avatarJosC
06:42
$NVIDIA(NVDA)$   The $4 Trillion Question: Is Nvidias Moat Indestructible ​As we close out 2025, Nvidia (NVDA) isn't just a chip company; it is the central nervous system of the AI economy. Trading near $180 with a market cap breaching $4.4 trillion, the company has defied gravity. But for investors and tech watchers, the narrative is shifting from "unlimited growth" to "strategic durability." ​Here is the analytical breakdown of where Nvidia stands right now. ​1. The Blackwell Supercycle is Real ​Any fears of an "air pocket" in demand between generations have evaporated. The Blackwell (B200/GB200) architecture is shipping in volume (~1,000 racks/week) and has successfully reset the performance baseline. ​The Mo
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12-18
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12-18
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12-17
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12-16
$NVIDIA(NVDA)$ continue to hold
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12-08
$Apple(AAPL)$ holding on
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12-04
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12-02
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12-02
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12-01
$Apple(AAPL)$ keep pushing and growing
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11-27
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11-26
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11-26
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11-25
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11-25
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11-25
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11-25
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11-25
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11-24
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11-24
$Alphabet(GOOG)$ bullish and hold

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