Forget the post-earnings dip. NVIDIA just out-earned Meta and is building the infrastructure for AI, robotics, and everything in between. This is Microsoft on steroids — and it’s just getting started.
Thank you, your words really mean a lot for me ❤️ It’s one of the my biggest positions and I was holding thru DeepSeek turmoil, threats form hyperscalers and China, read the book about NVidia (very complimentary, to say the least) and I believe in management.
I love geopolitics, that’s where you can connect the dots 💪🏻
Fantastic breakdown. The way you connect the earnings numbers to the bigger geopolitical and robotics play really stands out.
Keep up the good work! I'm rooting for you.
Thank you, your words really mean a lot for me ❤️ It’s one of the my biggest positions and I was holding thru DeepSeek turmoil, threats form hyperscalers and China, read the book about NVidia (very complimentary, to say the least) and I believe in management.
I love geopolitics, that’s where you can connect the dots 💪🏻