$NVIDIA(NVDA.US)

Expanding on that thought: Most analysts look at the price tag of a Blackwell chip and say it's "expensive." I look at the cost of not buying it, and that cost is "extinction."

​The thesis is simple: NVIDIA has turned capital expenditure into a "Survival Fee."

For Big Tech, paying NVIDIA is no longer about growth; it is the entry ticket to exist in 2030. It’s a binary choice: pay the fee to stay relevant, or save the money and become obsolete. When your product is the literal bridge to the future, you have infinite pricing power.

​I’m not trading the ticket machine. I’m owning it. As long as the world is forced to cross this bridge, I am comfortable staying put.

​@Bridge Buzz SG