$NVIDIA(NVDA)$ 

Strengths

1. AI / GPU Leadership

NVIDIA dominates in AI accelerators (GPUs) and has a full hardware + software ecosystem (including CUDA) that many in the industry depend on. 

2. Strong Revenue Growth & Financials

Recent years have seen huge jumps in revenue, especially from the data center business. Profit margins have been good, cash flow strong, allowing NVIDIA to invest in R&D and scale. 

3. Robust Software Ecosystem & Developer Lock-In

The CUDA platform and other software tools give NVIDIA a moat — once customers build around NVIDIA’s tools and infrastructure, it’s harder (costly) to switch. 

4. Innovation & New Architecture Roll-outs

NVIDIA keeps pushing with new architectures (e.g., Blackwell series) and expanding capabilities (networking, inference tools). 

5. Strategic Partnerships & Global Reach

Collaborations with cloud providers, governments, AI companies, etc. Expansion in Europe and elsewhere. These extend its market, influence and help diversify sources of demand. @TigerStars @TigerClub @MillionaireTiger @TigerEvents @MillionaireTiger 

NVDA
10-02 22:04
USNVIDIA
SidePrice | FilledRealized P&L
Buy
Open
189.56
0
-3.76%
Holding
NVIDIA
# NVIDIA Galaxy Soaring: Can CoreWeave and Nebius Outperform?

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  • The AI Bubble maybe bigger than housing crisis since it so concentrated in 8 stocks. When they pull back which they will, the impact will be worldwide and no bailout money.

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  • The problem isn't going to be AI, it's going to be finding enough power to run AI.

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