To The Moon

Isn't the team focused on the software aspects of AI? Now they want to pivot to a very different area where they may not have as much expertise in?

$NVIDIA Corp(NVDA)$  I feel that Nvidia is a great asset to have on your portfolio due to its solid fundamentals and dominant market position. It is well-placed to benefit from the fast-growing AI sector and demand for its servers (data centers) has grown significantly in recent years. Any company interested in AI development, specifically in Large Language Models (LLMs) or other computationally intensive algorithms require Nvidia chips. In fact, the number of Nvidia H100 chips owned by a company has become a yardstick to measure a company's progress in AI.  Against this backdrop, it is not difficult to see that Nvidia is a solid company to buy and hold for the long run.