$NVIDIA Corp(NVDA)$ I have bee

$NVIDIA Corp(NVDA)$ I have been doing a deep dive on Jensen himself, watching hours and hours of his interviews on youtube. His management is superb. Never mind the actual market opportunity NVDA has... on the management side you could ask for nothing more.

He thinks and rethinks NVDA strategy daily. He disseminates information to all employees (with 60 direct reports instead of 2-3) and keeps everyone abreast of his decision-making so everyone can learn. He's going to make everyone a CEO-thinker over time. He also works flat-out, day in and day out, no holidays.

Regardless, in the medium term at the very least, this is a very safe company and reasonable forward valuation with absolutely no hint the world has had enough GPUs.

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