T90
2025-12-02

$NVIDIA(NVDA)$ is the chips bull cycle over? [Thinking]  

Winning Trades
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Comments

  • Valerie Archibald
    2025-12-03
    Valerie Archibald
    Currently 11,000 data centers in use worldwide. That number is expected to exceed 30.000 by 2030

    Nvda has a long long runway. In over a decade and holding is a no brainer

  • Mortimer Arthur
    2025-12-03
    Mortimer Arthur
    英伟达将继续通过分而治之的方式赢得人工智能战争,击败所有现有的超大规模企业和人工智能新来者,挑战他们的全栈GPU。

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