koolgal
09-04 06:22
🌟🌟 For weeks, the market was filled with doubts about $NVIDIA(NVDA)$ .Are Nvidia's margins sustainable? Will a cheaper rival chip away at its crown?  Is the hardware moat starting to crack?

NVIDIA's response? A USD 12.9 billion buyout of Hugging Face.  This triggered an immediate market rally that pushed NVIDIA up to USD 228.69.  Nvidia isn't just building the engines anymore.  It now owns the highway, the toll booths & the map.

Hugging Face is the beating heart of the open source AI revolution.  It is where every developer, startup & mega company goes to share & download AI models.

By absorbing Hugging Face into its ecosystem, NVIDIA has effectively built a fortress around its software stack.  The moment a developer loads a model on Hugging Face, it will be flawlessly tuned to run best on NVIDIA's chips.

It shows NVIDIA as a monopoly building concrete walls around its kingdom.

That is why I invest in NVIDIA.

@Tiger_comments @TigerStars

The boss asked me to issue coins
Hello everyone! Today is the eve of the "US Stock Earnings Week War", and it is also the first day of this tiger! To be honest, the boss stuffed a pocket of tiger coins as soon as he entered the office, and gave a death order: "If you can't finish it in a month, don't think about getting off work!" In order to get off work early and eat hot pot, I will hold fresh topics here every day and wait for everyone. As long as you dare to talk, I dare to send it! Look directly at today's hot discussion πŸ‘‡ πŸ”₯ The Nasdaq 100 fell 1.1%. Should the Fed FOMC + Big Four be safe from earnings week?
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Comments

  • HaydenBruce
    09-04 18:32
    HaydenBruce
    Software mix is what the market still underprices here. If Hugging Face tightens model distribution around CUDA, that margin premium can actually expand
    • koolgal:Β 
      May you have a winning week ahead πŸŒˆπŸŒˆπŸŒˆπŸ’°πŸ’°πŸ’°
    • koolgal:Β 
      Best of luck πŸ€πŸ€πŸ€
    • koolgal:Β 
      Thanks for sharing your valuable insights πŸ₯°πŸ₯°πŸ₯°
    • koolgal:Β 
      Happy weekend πŸ–οΈπŸ–οΈπŸ–οΈ
  • FrankRebecca
    09-04 18:32
    FrankRebecca
    "Flawlessly tuned" is doing a lot of work here lol. On Hugging Face, compatibility is fine, but vendor lock-in and deployment cost are the real pain.
    • koolgal:Β 
      Thanks for sharing your valuable insights 😍😍😍
    • koolgal:Β 
      May you have a great weekend πŸ–οΈπŸ–οΈπŸ–οΈ
    • koolgal:Β 
      Best of luck πŸ€πŸ€πŸ€
    • koolgal:Β 
      Happy Trading next week πŸŒˆπŸŒˆπŸŒˆπŸ’°πŸ’°πŸ’°
  • 1PC
    10 minutes ago
    1PC
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