Nvidia has hit a short-term bottom, so I'm building a
position in tranches now. As for the AI industry,
compute will always be an absolute necessity—the
current dip is just temporary noise from the Jensen
Huang controversy.
Nvidia has hit a short-term bottom, so I'm building a
position in tranches now. As for the AI industry,
compute will always be an absolute necessity—the
current dip is just temporary noise from the Jensen
Huang controversy.