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Why Grab and Nvidia Are On My Buying List
As an investor, I don’t just cha$NVIDIA(NVDA)$
e short-term price swings. I look for secular growth trends that can transform industries, reshape economies, and generate long-term returns. That is why two very different companies—Grab, the Southeast Asian fintech and super-app giant, and Nvidia, the world’s AI powerhouse—have earned a place on my buying list. While they operate in vastly different sectors and regions, both represent transformational opportunities. One captures the future of finance in emerging markets, and the other powers the AI revolution that is redefining global technology.
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Grab: The Fintech Super-App of Southeast Asia 🌏💳
Grab is not just a ride-hailing or food delivery company—it is evolving into a fintech platform that touches nearly every aspect of daily life in Southeast Asia. In countries like Singapore, Malaysia, Indonesia, and Vietnam, millions of people rely on Grab for transport, meals, payments, and increasingly, financial services. Its digital wallet, GrabPay, has become a gateway to lending, insurance, and even digital banking.
The real opportunity here lies in financial inclusion. Southeast Asia is home to hundreds of millions of underbanked or unbanked individuals. Grab, with its large user base, is perfectly positioned to bridge this gap. Every ride-hailing customer or food delivery transaction is a chance to cross-sell fintech products. Unlike traditional banks, Grab has direct digital relationships with consumers and small businesses, giving it insights into spending patterns and creditworthiness.
Of course, the stock has been through a painful correction since its SPAC debut. Many investors lost patience as the company burned cash in its early years. But now, Grab is narrowing losses, cutting costs, and proving that its model can scale sustainably. Buying into Grab at these levels is, in my view, a contrarian play: the market has already priced in much of the downside, but not the upside of fintech monetization. If Grab succeeds in becoming the “PayPal + Uber + DoorDash” of ASEAN, today’s prices could look like a bargain.
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Nvidia: The Backbone of the AI Revolution ⚡🤖
If Grab is about financial inclusion, Nvidia is about technological dominance. Nvidia has become the undisputed king of artificial intelligence chips, commanding over 80% of the AI GPU market. Every major AI model—from OpenAI’s ChatGPT to Google’s Gemini—relies on Nvidia’s hardware, particularly the H100 and upcoming Blackwell chips.
This is not just a cyclical boom; it is a structural supercycle. The world is in the middle of an AI arms race, with Microsoft, Amazon, Google, and Meta pouring billions into AI infrastructure. Demand for Nvidia’s GPUs is so high that the company is effectively supply-constrained. This gives Nvidia immense pricing power, which has driven its margins to near record highs.
What makes Nvidia even more compelling is its ecosystem moat. Through CUDA, its proprietary software platform, Nvidia has locked in developers, researchers, and enterprises. The more people build AI applications using CUDA, the harder it becomes for rivals like AMD or Intel to compete. This creates powerful network effects that should sustain Nvidia’s lead for years.
Financially, Nvidia is a juggernaut. Its data center revenues are exploding, profitability is soaring, and free cash flow is massive. Unlike many growth stocks, Nvidia is not only about potential—it is already a cash machine, with the firepower to reinvest in future verticals like automotive AI, the Omniverse, and healthcare technology. Owning Nvidia is like owning the toll road of the AI economy: every AI company pays Nvidia indirectly by buying its chips.
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The Common Thread: Secular Growth
On the surface, Grab and Nvidia could not be more different. One is a Southeast Asian fintech super-app, the other a Californian semiconductor titan. Yet both share a critical commonality: they are riding secular growth megatrends.
• Grab is a bet on the digital transformation of finance in emerging markets, where millions of new users are moving from cash to digital payments.
• Nvidia is a bet on global AI adoption, where trillions of dollars will be spent on AI infrastructure over the coming decade.
Together, they bring balance to a portfolio. Grab offers exposure to regional fintech growth with high risk-reward potential, while Nvidia provides exposure to global technology leadership with proven financial strength.
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Risks and Rewards
Naturally, both companies come with risks. Grab faces intense competition from other super-apps like Gojek and Sea’s ShopeePay, while regulatory scrutiny could slow its fintech ambitions. Profitability is still a work in progress. Nvidia, meanwhile, trades at premium valuations, and any slowdown in AI spending could trigger volatility. Competitors, governments, or supply chain issues could also chip away at its dominance.
Yet in both cases, the long-term upside outweighs the risks. Grab could evolve into the financial backbone of Southeast Asia, while Nvidia is already the technological backbone of AI worldwide.
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Conclusion
I keep Grab and Nvidia on my buying list because they embody the type of companies I want to own: businesses with strong growth runways, deep competitive moats, and exposure to megatrends that will shape the next decade. Grab may be a contrarian rebound play, while Nvidia is a proven tech leader. Together, they represent both opportunity and conviction in fintech and AI—two of the most transformative forces of our time.
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