Shyon
05-27 19:03

If I could only pick one company for 2026, I would choose $NVIDIA(NVDA)$ . My view is that AI is still in an early infrastructure buildout phase, and NVIDIA sits at the center of global compute demand, from training to inference.

Even as memory players like SK Hynix $SK Hynix, Inc.(HXSCL)$ and Samsung $SAMSUNG SEMICON(03132)$ benefit from the AI cycle, I see NVIDIA as more structurally positioned because it powers the entire ecosystem, including hyperscalers like Microsoft $Microsoft(MSFT)$ , Amazon, and Google $Alphabet(GOOGL)$ . Its CUDA software stack and full platform advantage also make it harder to displace than pure hardware players.

There are risks, especially valuation and potential slowdown in AI capex, but if I must choose only one stock, I prefer the one most directly exposed to long-term AI compute growth.

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  • CecilFranklin
    ·05-28 19:03
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    I get the NVDA pick, but CUDA is the real moat here. If inference mix rises fast, does that strengthen the platform lock even more?
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    • Shyon: 
      I think so, let's see how it evolves in coming months.
      22:35
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  • EvanHolt
    ·05-28 19:03
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    CUDA moat is the cheat code lol what breaks that by 2026?
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    • Shyon: 
      Thanks for sharing your insights
      22:35
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