Subramanyan
09-13

I personally feel the next Nvidia like stock is unlikely to be from the IT sector. It is likely to be from a totally new field. My personal favourite is a company like$Joby Aviation, Inc.(JOBY)$  . It is more of a conviction pick.

Are There Still Stocks Like Nvidia 15 Years Ago?
Fifteen years ago, Nvidia was “just” a gaming GPU company. Ten years ago, Tesla was dismissed as a niche EV maker. Five years ago, Palantir was still trying to prove its business model. Today, all three are household names—and their early believers are sitting on life-changing returns. Which emerging companies do you think have true moat-based innovation potential? Do you agree that timing and conviction (like recognizing Nvidia’s iPhone moment) matter more than holding for 15 years?
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Comments

  • 逆行僧
    09-15
    逆行僧
    特斯拉
    • Subramanyan: 
      Agree to a great extent. But Musk will have to focus more on Tesla for that to happen.
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