$NVIDIA Corp(NVDA)$ I was a bi

$NVIDIA Corp(NVDA)$ I was a big skeptic of NVDA a year ago - but after the last quarters earnings, that was it, I thanked god it dropped below $100. I mean $15,000,000,000 and 57% NET margins, NET, in ONE QUARTER! Its just insane.

And Cuda/H100 (blackwell soon) combination is an incredibly wide moat, on all fronts - those saying we have reached the top, well then why is AI capex just skyrocketing at major companies - esp. the tech giants?

At some point it may slow down, but not over the next 4-6 quarters, and during that time, AI capex will keep accelerating, all the while with NVDA still not having any real competition; $15 billion in net profit in one quarter is crazy, but I think its about to get even crazier.

Time to party on the moon!

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