AI's Investment Implications

[hanera]

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@hanera

Disclosure: No intention to sell. If retracement is more than 10%, would sell other stocks to add to NVDA.

The bull thesis for NVDA lasts a few years. Currently is corporate LLM AI, later would be sovereign AI infrastructure, and simultaneously accelerated computing.

Jensen repeats above message…

Thinking Aloud: I supposed Sovereign offerings would be GPUs + AI Sovereign

Please note that above are real hard-core technologies, not lab toys such as Optimus, or forever beta FSD.