Traded Value$NVIDIA(NVDA.US)
"Simplicity is the ultimate sophistication." People overcomplicate the bear case. They say "competitors are coming."
Think of it this way: Nvidia is the iPhone of Enterprise AI. Could you switch from iOS to Android? Sure. But will you? Probably not. It’s too much hassle. All the developers, libraries (CUDA), and tools are already here. The switching cost is the moat. The market is bullish today because it realizes that in tech, the platform with the developers always wins.
Investing is about betting on the strongest habit. I remain comfortable holding my position in the ecosystem that everyone already speaks.
@Bridge Buzz SG
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