$NVIDIA(NVDA)$ Everyone keeps comparing the current market to the dot-com bubble. But there's one massive difference: back then, many companies were selling dreams. Today, the winners have actual cash flows. Microsoft, Apple, NVIDIA, Google, Meta, Amazon—these aren't vaporware stories. They are global cash machines funding the next infrastructure cycle. The strongest companies today have solid balance sheets, margins, buybacks, pricing power, and global distribution. Sure, there will be fear. Sure, people will call every rally a bubble. But generational runs are never comfortable while they're happening. The biggest mistake might not be volatility. The biggest mistake might be getting shaken out of the most important technology cycle since the internet. Hold your core positions. Don't let a generational run pass you by just because every pullback felt scary.
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