If you choose to diamond hand your Nvidia's shares, you are backing the King of modern computing infrastructure.
Every Tech Titan from Microsoft & Google to hyper scaled AI startups is practically begging for NVIDIA hardware. They are not just buying chips. They are buying the software ecosystem - CUDA that anchors the entire AI world.
NVIDIA does not just sit still. Just when the market thinks Blackwell architecture is priced in, Vera Rubin is their next generation silicon road map.
Moreover there is no financial pain quite like selling a stock at a 100% gain, only to watch it climb another 200% while you sit on the sidelines holding cash.
That is why I am still holding on to my NVIDIA shares as I believe that there is exponential growth ahead.
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- BerthaAntoinetteΒ·09:02CUDA is sticky, but hyperscalers building their own silicon is the part I care about more. NVIDIA can stay king and still lose some pricing powerLikeReport
- wimpyΒ·09:02My DCF still shows at least 40% upside from here, and that barely credits Vera Rubin. CUDA lock-in is doing more work than the market admitsLikeReport