Rate Of Returnkao nm
$NVIDIA(NVDA.US)
On Friday, I wrote about my thoughts on the fundamentals of $Tesla(TSLA.US). Today, I'll write about $NVIDIA(NVDA.US) and $Taiwan Semiconductor(TSM.US). Many people think NVIDIA is the "shovel seller" and has no reason not to rise, but it's important to understand that this characteristic has long been priced in. What's really being contested is the entire AI sector and NVIDIA's unique CUDA ecosystem.
I still hope all the experts can give more advice. Growth comes from mistakes 💪
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