$NVIDIA Corp(NVDA)$ We are the start of an AI capex supercycle - a trillion dollar transition from general to accelerated compute; and for NVDA, even if a few start nibbling at their moat, and if hyperscalers can fill in some of their own needs, NVDA still has multiple verticals that haven't even come close to their revenue potential. But keep deploying your "secret weapon" lol... sure it will work out great.
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