$NVIDIA(NVDA)$ I added to my N

I added to my Nvidia position because it remains the clearest, most profitable play on the AI boom. Unlike companies still building AI products, Nvidia already dominates the infrastructure layer, with a proven revenue model, a double-A credit rating, and expected to generate over $70 billion in net income this year. Management’s outlook on demand is especially valuable given its unmatched market view. CEO Jensen Huang’s confidence in selling massive volumes of Blackwell and upcoming Rubin chips reinforces my belief that AI demand remains strong despite near-term supply constraints.

NVDA

12-05 22:39

USNVIDIA

Side	Price \| Filled	Realized P&L
Buy Open	182.63 0	-0.15% Holding

NVIDIA

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VernaFred
12-05 23:13
VernaFred
Adding on dips here! Jensen's confidence in Blackwell/Rubin chips is solid. [龇牙]

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