Nvidia is currently priced for perfection and being the dominant maker leader. Eventually it will lose some market share of competitiveness.
Howeve it will continue to lead due to CODA as it is too difficult to move away. The AI race will continue for many years and compute is the true measure of power.
The world is going deeper into digital and branching into robotics (real world AI). Nvidia, ASML, TSMC, Micron will be powering this growth.
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