NVDA

Calm_Voice_7903

For Agentic AI, each $NVDA GPU needs, 8 HBM memory from $MU Match NVDA revenue going forward, pretty close match to MU revenue, next 3 years. Means $MU market cap heading 2-3 Trillion, as earnings spike every quarter. Just go and check, they sold out next 3-4 quarters

Spac55

Who knew SpaceX, a private company go to space & return astronauts smoothly. When NASA was cutting down space shuttles, even after big spending many decades Technology adoption not easy, few can see dream & change for all. $MSFT $AAPL $META $GOOG $NVDA $AMZN big monopoly, now AI race to win Economy is digital, no AI win without semiconductor

Spac55

World was never calm last 100 years, social media nowadays highlights & amplify more. Market digest it and move on. $MSFT $META $NVDA $GOOG $AAPL $AMZN $TSM global tech sector use by whole world, 8.5 Billion population. BigTech combine revenue over 2 Trillion. $QQQ $SPY $SMH

RD_006

Damn, that sucks bro. My mom on contrary was always supportive of my gamb... stock investing. Still bashing me foe not pulling trigger on NVDA during the lockdown.

Elegant-Speaker5825

The s&p 500 rejected their inclusion but the QQQ didn’t, but yeah you’re right no reason for them to panic sell when they know the stock will have 10s of billions of dollars fighting over like 3% of float. It’s just a disgusting move for the QQQ and Musk to allow himself, early investors, and hedgefunds to basically offload all the risk straight to the retail investors. Similarly immoral behavior with the xAi - NVDA GPU deal. Edit: approximately 4% of the company, 556m shares will be offered at IPO. And apparently there’s already twice the demand as there is supply. Elon wanted to raise $75B, and apparently there’s already $150B in demand for those shares. Given the demand at IPO and future demand for Nasdaq affiliated listings, I’m convinced that extremely OTM calls for expiration by their first public earnings may be a generational opportunity. Like buying calls on a guaranteed meme stock. If it’s listed at 135, I’m talking 270-300 calls, maybe higher, for 3 months out.

Avid_Reader87

Hope NVDA and MRVL go up a lot. 

TheBooneyBunes

When I bought some OTM spy calls at the trough of the bear market in fall 2022 or something around there and made a 6x return to 30k because that was not my first but my early time with options. Memorable There was also the time I 10x’d NVDA calls which was funny during the naysayer times when NVDA was mooning. Post split the price was around 110 and I had calls around 125. I did a degen ER play on Apple, and diamond handed despite the run up having lost 60% of value on my calls, Apple crushed their earnings and I 5.3x’d my money. Thanks Tim Apple. Those are the ones I remember most. I also remember ominously reading the post of this guy a few years ago saying never buy calls before Juneteenth because it doesn’t go well, well I already had them, 3Month calls on NVDA and SPY, 60% of my port. They crashed that summer but despite seeing my then like 70k port crash to 30k I diamond handed and it recovered to a small profit by the end of August. Something like $600 profit each is when I closed and it’s the last time I’ve ever done anything close to that.

ShittyUsernane1222

it would be incredibly funny if Jensen Huang accidentally signed a deal with the DPRK causing North Korea to post propaganda full of "The glorious chairman says buy NVDA", "Huang is an proud servant of the Kim Jong un in Mount Paektu"

Yonderbeyonder

NVDA 🤝 SK Hynix DRAM: ??

dabear-baby

NVDA replaced lucent

ExplanationNormal339

[$NVDA](https://aimytrade.io/ticker/nvda?utm_source=reddit&utm_medium=comment&utm_campaign=SmallStreetBets&utm_term=NVDA&utm_content=template_1780860947948_9b9jzy) keeps coming up for me. I try to look at the data before forming a view. Educational read for.

FartPolluter

NVDA's "big announcements" are getting both lamer and gayer with each passing month

jeffynihao

Jensen desperately trying to pump the market by going to Korea. NVDA is basically a market maker now and Jensen is a sell side analyst for all i care. He's saying be bullish on memory and his partners are too big to fail

Ass-Pounder-4000

What is the stock that made you 1.6 mil? 4th from the bottom. Was it NVDA?

Kush_McNuggz

Buying and holding NVDA in 2020. Up 30x right now.

AgitatedJump8459

Sk Hynix MRVL and NVDA collab coming

everySmell9000

broke my rule to never hold individual shares in my IRA or Roth in order to buy a small amount of NVDA in both accounts. Still hodling

No-Improvement3164

I’m calling it right now. This meme market will see Spy at 776 NVDA 250 and gas 2.50 on the 4th of July. Celebrating the 1776-2026 250th anniversary of America 🇺🇸. To top it off there will be the best UFC fight on the front lawn of the White House. Everyone inside the fence gets Crab Legs and A-5 Waygu. All the peasants on the outside of the fence get Costco hotdogs and sparklers. 🧨.

baccus83

Buying NVDA in late 2017.

Tempest1897

Buying NVDA in 2020 because I like video games. Had no idea AI was a thing.

dimadomelachimola

Even with NVDA news?

MaxxxedOut1

I mean that when Enron went out of business NVDA went public and took their spot. Look it up.

Haunting-Conference8

Buying NVDA shares after getting paid out from a car accident in 2017

Bonemeal87

Ya NVDA is going up tomorrow just watch

WeaknessLegitimate82

Wouldn’t this ridiculous ipo be better for NVDA, they do need high end chips to make stuff happen , that means their order book keeps filling

Chris_Cornell_is_God

NVDA ($105) TSMC ($150) Bought both in April '25.

savingstrainagain

My port says otherwise, it’s just an opinion. I’m sure the majority disagree. I’ve been riding NVDA personally as they can’t lose for now. I think these AI subscription companies a lot of them are gonna get owned

waterpup99

I think it's starts stalling about around MU 1500-1600. The problem isn't Rev ans earnings at that point it's the markets fear that long term 2T memory companies can be sustained. Same issue NVDA is running into at 5T

SteakEater137

Jensen as bad as POTUS with this shit now. Good news in 3 days! In 2 days! In ONE day! PUMP PUMP PUMP “NVDA partners with AllBirds to produce AI powered microchips via quantum shoes”

WeaknessLegitimate82

Will be great for NVDA chips all the money will be used to buy high end chips

HundoHavlicek

Bought some SMCi when it dropped to $22 because of the NVDA scandal and sold it a few days ago for $45. It wasn’t my most profitable move but felt very obvious

WeaknessLegitimate82

Expect SpaceX to be great for NVDA , they would be able to invest in buying even more of their chips , so the ridiculous valuations would help even more demand for high end chips

MtGloomy0420

$NVDA, $189… before it ran and split! Oh, and $ASTS at $2.64 wasn’t too bad. ;)

MtGloomy0420

$GOOG investing doesn’t imply anything. $GOOG just agreed to lease 110,000 $NVDA GPUs from SpaceX, GPUs I believe SpaceX doesn’t actually have. Correct… he was brought in to get rid of assets. Those kind of “CEOs” aren’t actually CEOs that can run a profitable company. He was brought in because Nadir Ali was a known bad entity and so he had extract himself from all public filings and…brought in Khurram Sheikh. Again, that’s what these guys do!

LyloMaggins83

Turning $7k in NVDA into $200K today. Also piled as much of my lowly paycheck that I could into BAC in 2009-2011 at $3-$11 per share and still hold today, collecting \~$6K/year in divvies.

herefromyoutube

Bro, everybody does it. Bought BTC for $300 sold for $500. $500 bucks in NVDA in 2016 is worth $90,000 today.

ajsharm144

I bought Tesla in April 2019. It crashed 40% the next week (due to Elon being Elon). So I sold at a loss. The rest is history. Never bought TSLA again except for some swing trading on earnings. PLTR - on IPO day I bought a bunch and sold them on 10% gain the same day. Since then it's been a 1500% missed gain. NVDA - in 2022 when it first split. I had bought a bunch. Their whole market was gaming at the time and I believed that market will lift. But the stock stagnated after the split. I sold. Rest is history. UPST - Upstart IPOed, AI based lending, I bought a whole bunch, sold the same day with 25% gain. It went on to be 20x of what I sold at in the next year. Then interest rates got raised and it crashed back again. I have mixed feelings there. I've lost more money by showing conviction and poor risk management on ODTE options. I could've made more by showing conviction on my stock picks and just holding them.

MattyS71

Diamond 🙌 NVDA since $8

babyd42

I'm not touching anything new after what we saw Thursday and Friday. The whisper earnings would need to be either one buying NVDA, half cash, half stock

lne1970

Holding onto my calls for NVDA, GOOG, CRWV, and of course SPCE. Oh yeah, and that stupid TTD put that refuses to move.

Exception1228

I sold intc at $25 and AMD at $170.  You’re not alone.   Still holding NVDA and been thinking ablut selling for weeks now so that’ll probably rip too

waymorerocks

Exactly. If you are buying VOO you are accepting you can’t predict what will or won’t be a winner. There is the possibility these companies could be good for VOO and your returns, you simply don’t know. There will be no fast-tracking, if they earned a spot in VOO then they meet your investment thesis. By excluding them, you are stock picking. These IPOs could be a bust, or they could be the next MSFT, NVDA, META etc that account for the majority of your returns for the next decade.

elgrandorado

I've got an interesting hedge I've been thinking about while this entire AI CapEx super cycle continues. If I take a remote role for one of these neoclouds, I can concurrently work my actual job, and just bank the two incomes until the neocloud eventually capsizes. Seems less risky than shorting NVDA, the neoclouds themselves, or any of the upcoming IPOs.

A55BAG

It does seem, that he can only pump other stocks. The market has totally abandoned NVDA

knoqd_

Jensen could announce time travel and NVDA would still find a way to go down

VarietySouthern8912

Let me guess, trading NVDA? 😂

Much_Candle_942

He may be on something here. NVDA really felt overvalued in 2022-23. Now people are scouting for the "next Nvidia", but when we look at any major company in disruptive tech, it'll always feel expensive. Sorry to state the obvious - but that's what "growth phase" is, growth valuations.

Background-Nothing71

!banbet NVDA $210 6 days

Background-Nothing71

banbet! NVDA $210 6 days

Background-Nothing71

!banner NVDA $210 6 days

Background-Nothing71

Ban bet! NVDA $210 6 days

Prometheus651

I’m thinking Microsoft though, they have more a hand in both working with NVDA on new PCs and the potential US investment in OpenAI that Trump is flirting with as of Thursday night. Better margin of upside on a beaten down stock imo.

dvdmovie1

> Everything is so inflated In 2023, lots of people on here said that NVDA was overvalued and to buy cheap PYPL instead, or the tons of people on here who kept pushing PFE instead of LLY because "PFE was cheap and had an obesity drug too." PYPL and PFE are much lower than they were 3 years ago while NVDA and LLY are multiples of their 2023 prices. I'm not saying that a lot of the market isn't expensive, but 1) buying the cheap but worse thing is not always a good idea and 2) it's to a point with this sub and wanting to be bearish and contrarian where the true peak of valuation will probably be when the majority of this sub gives in and starts liking the market. "Right but how severe will the correction be? " How many people on here went to cash in March because of geopolitics only to have tech stocks go vertical off the end March lows? People scrambling to avoid a what, 10% market correction (which used to be considered healthy and normal?) This sub doomposted right through the correction and continues to, much like it did last year. At some point it really becomes, build a portfolio you can sit with and stick to it and not invest with one foot constantly out the door and feeling like you have to micromanage every day. People making investing way more stressful than it needs to be.

EL_ProfessionalHater

I don't even understand why y'all bother with this bullshit stock when you have MRVL, NVDA and INTC right infront of you...

WeaknessLegitimate82

By that logic NVDA should be 10x of its current price

brock2063

This is my strategy too. Yoloing in on the inevitable NVDA drop below 200 this week.

JerkyJunkie

Nobody will be using water for cooling... There is a very heavily undervalued company, ticker CC Chemours. They basically own all of the patents for the different chemical mixtures, that will be used for cooling in basically everything… Chips, cars, energy production, air/space aviation, robotics, data centers, quantum computers, cryptocurrency mining, etc.. Remember who made the most money during the gold rush. Not the miners, not the refiners, not the brokers, nor the jewelers… The company selling the shovels, and other tools for unearthing the gold. CC is the company selling the shovels. NVDA, PLTR, SPCX, TSLA, MARA, HUT, EV companies, IONQ, MSFT, AMZN, META, and the list goes on…. Will all be in a position where they are beholden to CC as their only option for liquid cooling. Which on a side-note, was really the only, and largest setback when it has come to the Blackwell chip (Chinese limits aside). Putting two and two together that means that the highest market cap company in the world requires CC (AS A NECESSITY) to move forward in any linear way. Especially when the Reuben chip goes into production, as I’m sure Jensen will not make the same mistake twice. Considering that the new chip uses significantly more power, and generates incredible amounts of heat. Transitively speaking the chips will require much more cooling than the Blackwell, and current stacks.. Which again, had already ran into major cooling issues last round when it was run single, let alone in a stack! G-D Bless, and best of trading to everybody!💙✝️🙏🔥

aka0007

At least into 2031 if not longer. Got to figure minimally 2-3 years from when HBM5 comes out (with Feynmann) before demand can ease up. With the need to load larger models into memory for inference it is very possible that demand for the latest memory will continue even longer. FYI, if you compare the revenues of MU and NVDA the past year or so it is obvious that of each additional dollar spent on AI CAPEX the memory companies are capturing a larger and larger share of that and NVDA is getting a smaller share of it.

PopoDontKnow

Cisco was $500 billion market cap with $2.9 billion profit in 2000. 170x PE. Micron worth $900 billion and will have $100 billion profit this next year. 9x PE. NVDA trades at 23x fwd earnings. Comparisons arent close.

fakaaa234

Not buying calls on NVDA Friday before close is like when you get the fire sale in COD2 BLOPS and then spread cheeks for the crawler instead of hitting the box.

brock2063

Please Mr 🥭 please pamp my NVDA bags to Valhalla.

Zephyruos

I started my tail hedge strategy less than couple of months ago, seems it'll start to payoff (SPY, QQQ and NVDA puts).

antelope591

So its gonna be worth 17 trillion in a week? More than 3x NVDA? I seriously wanna know what people who say this shit are smoking.

metallhd

32.31% after Friday, was over 50% before. I had NVDA call, then bought SPY call, did not chase for a put I just ate it. Discipline cost me but lack of discipline might have cost more; it has in the past. In retrospect all the signs were there for a really bad day, and a post from the night before with the word 'bloodbath' in it was another one. Pick up and get back on the horse.

DoubleFamous5751

Bc am NVDA and RDDT shareholder so I upvote ads I like 😂 valid question none the less

FrenchFryPerson1

NVDA is a great company but they are nearly 200x bigger than Reddit. Reddit has a chance to go up multitudes in value, unlike NVDA.

Heineken_500ml

I rather buy NVDA

Informal-Lime6396

> That's not hype, that's the CEO of NVDA describing the supply chain he depends on It's not X, it's Y. Everyone knows what is AI and what's not. No point in fighting it.

booobReviewer

Tesla and Apple are the two I'd flag. TSLA's valuation still prices in a robotics/AI/autonomy dream scenario that keeps getting pushed out. AAPL at 30x+ earnings with single-digit revenue growth is priced for perfection — services revenue is growing but hardware replacement cycles are lengthening. GOOGL and MSFT look the most reasonably priced on forward earnings. AMZN's AWS margins keep expanding so the multiple has support. NVDA's forward P/E is actually dropping as earnings catch up — depends on whether you think AI capex sustains.

booobReviewer

Tough call, they're in different risk buckets. NVDA at $205 has a forward P/E around 16x, which is actually cheap for them historically — analyst targets average $298, so there's upside if AI capex holds. But beta is 2.2, so you're along for the ride when semis correct (as we saw this week). MSFT at $416 is steadier — forward P/E ~21.5x, beta 1.1, diverse revenue across cloud, enterprise, AI. Upside to the $560 consensus is there but over a longer timeline. Comes down to risk tolerance: NVDA if you want higher upside with more volatility, MSFT if you want compound growth you can sleep through.

DoubleFamous5751

https://preview.redd.it/gqdpe70for5h1.jpeg?width=1170&format=pjpg&auto=webp&s=285fda7d0d43de9ef210ddc556f366c0b7913bc2 I’m kinda confused by this too. We got NVDA advertising on Reddit and other fortune 1 and 500 companies. 🤷‍♂️

CALAND951

Anthropic and OpenAI are selling to hundreds of enterprises — insurance companies, law firms, banks, hospitals, software startups. OpenAI is over $10B annualized revenue. That money isn't coming from NVDA or MSFT — it's coming from completely separate industries paying per token to build real products. NVDA sells chips → hyperscalers use them to run inference → enterprises pay for that inference → those enterprises generate real economic output. That's a supply chain, not a circle. Ford buys steel, steel companies book revenue — is the auto industry a Ponzi? The circular revenue argument would indict every supplier relationship in every industry.

CALAND951

This is the best bear case in the thread and you're not wrong that it's the right framework. But the Cisco analogy breaks down on the fundamentals. Cisco in 2000 was priced on the assumption that every business would need networking gear *once*. The buildout was real but the monetization was a one-time event — after enterprises bought routers, they stopped. Revenue collapsed because the demand curve was a spike, not a sustained ramp. NVDA's situation is structurally different. The hyperscalers aren't buying GPUs to build static infrastructure — they're buying them to run inference workloads that grow with usage, then replacing them with the next generation 18 months later. MSFT, GOOG, META, and AMZN have all *raised* capex guidance this year and said demand is outstripping supply. That's not analysts projecting future adoption. That's current, paid, recurring demand from the four largest companies on earth. You're right that in a bubble everything looks cheap on forward estimates. But "looks like a bubble" isn't a valuation argument. The Cisco comparison only works if you can show the FY27 estimates are as disconnected from reality as the 2003 broadband projections were. What's your specific estimate for where NVDA earnings land in FY27, and what assumption breaks it?

brillrededm

You got balls considering NVDA moves slow in a day.

DressedInPolo

HPE, breaking my rule of playing earnings but reading their last earnings report I was confident, and it hleped my friend even said "You summabish im in!" and bought calls with me as well. Helps to not be alone in your ideas Otherwise lowts of swing trading of MRVL,NVDA AAOI

Fine_Specialists

\#NVDA GANG Members checking in

Jufrow

I always remember how much of an idiot I can be by trying to be smart: I sold a bunch of shares of Five Below because I thought it was a dumb hold (my advisor at the time clearly didn't), anyway, I sold many moons ago at like \~$190, thought I was hot shit, because soon after it dropped to sub-$100 and lower. I just checked, after yesterdays massacre it's at \*drumroll\* \~$190. And then, I fell for total FOMO and bought SMCI (yes, super micro computer, the guys that sold you pc gear in magazines as thick as dictionaries in the 90s) at like \~$790, just a few shares, but man, I HAD to have them. Six months later I called up and said I HAD to sell that turd at \~$500. Phew. Ok, actually I did OK on that, but it's still around \~$41 today (after split). LSS:TL;DR I suck at selling at AH. I could blame myself, my people, the tools available to me, but honestly, I think it's my lizard brain hording shit. Trimming NVDA at 236 and buying back... total play at this point. You could telegraph it like a sports play. Instead I just hold because it's safe, and, well, it usually works out. The companies still make shit, they still make money, the sky is not falling (...yet). I'm at \~+10% after 5 years. I picked one good stock in that time, NVDA. Some AMD, some Intel, blah blah, should've bought more. Honestly. Money on the sidelines does nothing. I have however, built up some emotional resilience to the entire thing, which feels almost as valuable as gains (maybe?). I lost $15K, probably one of the biggest single day losses I've seen, on Friday (6/5/2026 early Fire sale day) and I didn't even bat an eye at this point. You do make an extremely good point about the time. The amount of time and energy I spend ruminating on the stock market is troubling, when as you point out, I'm also doing about as well as the Index.

fahrenheitc

Update: I think the best way to capitalize on the AI trend is not Anthropic, hyper-scalers or GPU providers - but it is with inference providers like digitalOcean - DOCN or some other agentic inference provider and not the training / compute behemoths with shitty margins. You don't want to actually be exposed to the GPU providers like NVDA, because when claude reaches 80% SWE-Bench - they'll realize its not profitable to train another model for 82 or 83% because it's no longer useful (as the constraint becomes business context - due to amdahl's law), then the public market will invariably force them to stop by driving share prices to the ground and NVDA crashes, bringing down the entire NASDAQ.

RepresentativeOk5292

NVDA Tsm Asml

VictoriaAutNihil

More than okay. A big hit was due, maybe more still to come. However, I bought AMD, MRVL, AMAT, GOOG, ORCL, NVDA during last April's tariff debacle. I sold some a few weeks ago, but I'm not too worried as of yet. I'll be paying close attention and if need be I'l unload some more, at least it's long term capital gains.

CardiologistOwn3963

5% day on SPY and 10% day on NVDA Monday when peace comes ripping thru our holes and the government buys everyone NVDA calls

Briack89

NVDA is the fun girlfriend, Microsoft is the one you marry. Choose your risk tolerance😂

killainvest

Better buy right now NVDA or Microsoft

killainvest

Better buy right now NVDA or Microsoft?

option-trader

Imagine if SpaceX was able to generate a profit margin like NVDA. Best look to buy SPCX now before it rockets off.

Jean_Jones_666

it's just that you're salty likely missed NVDA stock too boot

wayzata20

finance it and use the money for NVDA calls instead, ez free tesla 😎

shortvol_trader

Yeah. Quick example: Say NVDA is at 150 and earnings are coming up. Most people think: “Bullish = buy calls.” But if options are already pricing a huge move and IV is jacked up, you can be right on direction and still lose money if the stock doesn’t move enough or IV gets crushed after earnings So the question becomes less: “Do I think it goes up?” and more: “Is the move the market is pricing too high or too low?” Sometimes I’m bullish and still won’t touch calls because vol already feels overpriced Or I might not even care about direction — if I think the market is underpricing movement, maybe a straddle makes more sense That shift in thinking made greeks click for me way more

Background-Nothing71

Went balls deep on NVDA calls Friday afternoon. Was I the only one?

NoFuckingValue

NVDA falls 6% on news Jensen ending Asia bender

Ok_Entrepreneur_dbl

I have been in a sell to soon scenario with NVDA but got lucky with pull back close to what I sold for. All good!

AwkwardNovel7

is NVDA done?

bulrfuc

The NVDA GPUs that Elon is hoarding?

Ok_Entrepreneur_dbl

Well NVDA’s $200 price today and the $30 you speak of was way before the 10 for 1 split when NVDA was at $1200 back in 2024. In fact the last time NVDA was at $30 dollars has been quite some time ago. I bought NVDA multiple times since it IPO’d and never held until I bought NVDA in 2022 at a split price of $12 ($120 then). When I traded often I would win some and lose some. Since 2022 holding and buy the dips I have performed so much better. I agree with many here - if you sell don’t know if it is the top. It continues to soar so you buy back in? If it drops when is the bottom. Prior to the 10-1 split I sold NVDA after a significant pull back then it took off I did not buy back I anothe pull back I did and never let go!

piespe

2700 shares. Plus I sold some PUTs below and some CALLs above so whatever happens NVDA remains the same fraction of my portfolio. Give or take. You need a bit of math, but it's doable. I don't buy or sell. I let options do that for me. And only for a small part of my position. And if the price does not move I cash in the options' premium I sold. At the end every month I make in options 1% of my portfolio. Plus the growth. Plus's the buy low sell high that comes from strangling the position

cbusoh66

SpaceX claims it's an AI company more than a space company SPCX at $135: $25 billion revenue. P/S of 70. Unprofitable. NVDA at $205: $400 billion revenue. $250 billion profit. NVDA makes 10X more in profits than that fraud "AI not just space" company makes in revenue.

Swiftnice

I can't believe people even want to buy into the SPACEX IPO. Just to triple your money it would need to have a market cap larger than NVDA.

Background-Nothing71

yeah me too - except it was NVDA calls

nihongos

Okay, appreciate the arguments. To start with, their target got absolutely obliterated as the market re-rated NBIS based on proven growth in their Q1 report. So whatever model Morningstar chose to make up their target, it's fundamentally incorrect. Capex increases are expected, as management has specifically quoted that they're already building for 2027 demand that's been allocated already. Taking on debt and equity raises are part of the game, and every bull case here takes it into account. However, NBIS stands apart from the likes of CRWV in terms of their debt financing. NBIS may not have even tapped into their ATM yet, even though it was proposed around as early as the 180s. You also need to remember the $9.3 billion they have in cash. The Meta deal is a multi year commitment, with the option to add $15 billion on top of the $12 billion. This is on top of the original first deal that was signed for $3 billion. So to call it one-off, to me, is just wrong. I'm pretty sure management has said that their end goal is to do as you say, and become a hyperscaler in their own right. But that'll come in due time as they build everything themselves. To be fair, your last point I agree with in terms of a bear case. But NBIS is building the best in class full stack, and they've got the experience to do it too. The acquisitions of top companies, the preferential treatment from companies like NVDA, it all helps. I see this all contributing to a moat, particularly in supply more than software, meaning customers (hopefully) won't leave. Who knows, maybe even the subsidiaries may help NBIS to maintain customers in some ways one day.

stonksf

Rate my port VOO 15.63%, QQQM 9.38%, INTC 12.50%, NVDA 9.38%, QCOM 6.25%, AVGO 7.81%, NOW 10.94%, MSFT 14.06%, ORCL 6.25%, MRVL 7.81% :)