glimzy
05-24

$NVIDIA(NVDA)$ Just a note on NVIDIA. Every major institution, pension fund, ETF, and growth portfolio either already owns NVIDIA or is looking to add on weakness. AI demand isn't slowing down—if anything, it's accelerating. Datacenter spending keeps climbing, the Blackwell ramp is just getting started, and Nvidia remains the clear leader. It's hard to stay bearish when the world's biggest money managers keep making NVDA a core holding.

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