$NVIDIA Corp(NVDA)$ Some made a good point about the CAPEX spending by hyperscalers. In many cases, these companies haven't had significant opportunities for productive investments, leading them to engage in share buybacks and raise dividends. While that's good for shareholders, it doesn't necessarily make the company more productive. However, with Nvidia's GPUs, they now have something substantial to invest in, which will make them very profitable going forward. Anyone bearish on Nvidia over the next five years is out of their mind.
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