Lanceljx
02-23 18:27
NVDA

While markets debate whether AI capex peaks, the quieter shift is toward inference economics. As enterprises move from experimentation to deployment, demand shifts from raw training power to efficient, scalable AI infrastructure. Nvidia’s ecosystem advantage, software lock-in, and full-stack integration position it to monetise this transition, not just supply it. The next leg may come from utilisation, not expansion.

[New Year Event] Find Your 2026 Dark Horse Ticker!
There’s a Chinese proverb: “A great horse needs a great scout.” — meaning great potential still needs someone sharp enough to spot it early. As 2026 kicks off, markets are already shifting. AI is being re-priced. Defensive sectors are breaking out. Small caps are stirring. Which stock will be the first true “dark horse” of the year? Is it an AI leader quietly compounding? A value stock primed for re-rating? Or an overlooked small-cap ready to sprint?
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