NVIDIA sells the premium, high margin compute blocks with Blackwell & Rubin architectures that everyone else is forced to fight over.
$CoreWeave, Inc.(CRWV)$ is a pure demand play with ultra heavy capex even though their huge USD 100 billion order book proves that demand is excellent.
Even though $SUPER MICRO COMPUTER INC(SMCI)$ margin has turnaround, its server assembly is vulnerable to component supply chains.
Waiting for CPI & Coherent reports is a classic short term trading mindset. It is impossible to perfectly time the effect of the results.
Buy NVIDIA as it is the foundational architect and let the compounding begin.
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