$NVIDIA(NVDA.US)

People often miss big shifts because they focus on what already exists.

To me, AI entering the physical world feels like the early days of electricity or the PC. Most notice the excitement but not the compounding.

Once machines can see, move, and do real work, the way value is created changes.

Companies building this foundation can become essential. NVIDIA already looks less like a vendor and more like a core platform.

I have learned to stay with forces like this.

When the direction is clear, you do not need to overthink it.

Physical AI is still in its early stages, and early stages often hold the best opportunities.

@Bridge Buzz SG