$NVIDIA(NVDA)$ quite frankly, Nvidia chips are great for training. Market leader no doubt but the market needs are growing as fast. Inference is growing; now at 40% and will end up 80-90%. Inference can be done from the edge and lots of competitors out there.. margin will not be as great. DeepSeek shows it is worth penetrating CUDA to achieve better inference efficiency. And to add on, insider trading is selling the shares big time!
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