$NVIDIA(NVDA)$ NVIDIA is essential as long as the demand for computing power persists. NVIDIA's new "super-scale inference architecture" chips in 2026 are ahead of competitors. Governments are investing billions in national computing centers, and NVIDIA's CUDA ecosystem is the standard. Although hardware cycles fluctuate, NVIDIA is a "system service provider". It has a monopoly on nearly every path at the intersection of autonomous driving, bionic robots, and quantum computing. It is an investment in the computing foundation of digital civilization. | Side | Price | Realized P&L |
|---|
| Buy Open | 189.33 | -2.27% Holding |
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