Traded Value$NVIDIA(NVDA.US)
Seeing the stock hold firm only strengthens my conviction. The talk about competitors is just noise.
Most people focus on hardware, but the real moat is software. NVIDIA isn’t selling GPUs; it’s selling the AI operating system. Once inside the ecosystem, switching becomes costly and irrational.
As we move from training to deployment, NVIDIA is becoming essential infrastructure.
I’m not here to trade. I’m here to let compounding do the work. As Munger liked to say, the big money comes from patient waiting.
@Bridge Buzz SG
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