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Rate Of Return🌟🌟🌟This week, Wall Street reminded everyone of a brutal truth: No king keeps the throne forever, not even $NVIDIA(NVDA.US). For months, NVIDIA has been the market's heartbeat - the AI golden child, the stock that could do no wrong. Every headline was about GPUs, data centres, trillion dollar cap jumps, and Jensen Huang's unstoppable empire.
Then $Apple(AAPL.US)walked in and overtook NVIDIA to become the top stock of the week.
Why Apple surged: The market loved Apple's renewed AI strategy. iPhone demand stabilised. Service revenue hit fresh highs.
But here is the twist. NVIDIA did not fail. It evolved. The OpenAI financing news wasn't weakness. It is a sign of dominance. It is NVIDIA saying: We are not waiting for demand. We are engineering it.
A USD 250 billion backstop is not a loan. It is a declaration and a promise that the AI future will be powered by NVIDIA silicon, NVIDIA systems and NVIDIA vision.
Yes the risks are real, the scale is enormous. NVIDIA is stepping into a bigger arena. It is company that knows its chips will be the backbone of the AI revolution.
Two Tech Titans. This week Apple took the crown but the fire still belongs to NVIDIA.
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Nvidia's biggest bet is looking shaky. Nvidia (NVDA) sank about 5%, its worst day since February, on fears its reported $250B OpenAI financing guarantee is circular financing in disguise, handing Appl...
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