Penny
@Pennyboycrypto • 1,405 subscribers
Long-term Investor Growth stocks (10yr) + short trades Opportunist, not Maximalist.
Videos
$NVDA isn’t just selling GPUs anymore… they’re becoming the venture capitalist of the entire AI economy. Over $40 BILLION in equity investments this year alone: • $30B into OpenAI • ~$3.2B into $GLW • ~$2.1B into $IREN • ~$2B each into $MRVL, $LITE, $COHR, $CRWV, $NBIS My observation? Jensen is systematically buying stakes across every critical layer — chips, optics, power, networking, neoclouds, and the model companies themselves. This isn’t random investing. This is vertical integration on steroids. When the whole AI stack eventually needs to scale, a huge chunk of the economics now flows back to Nvidia. The more I look at it, the more it feels like Nvidia is building its own moat with actual ownership, not just technology leadership. This changes how I think about $NVDA long-term. You see this as brilliant capital allocation or overreach?
Penny15,365 görüntüleme • 2 ay önce
Daha fazla içerik yok.