I’m paying attention to where NVIDIA is putting capital and strategic commitments. Why? Because those relationships can highlight important bottlenecks across: • custom chips • networking • AI data centers • optics • GPU cloud But NVIDIA involvement alone is not a buy signal. I still want real demand, revenue growth and an attractive valuation. https://www.instagram.com/stockswithpawan/reel/DeNHLZSAg6G/ Not financial advice. DYOR.
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2 Comments
Nate
@hoodnate · 14d
I like the framing of following NVIDIA's capital to find the bottlenecks. I hold some NVDA myself and I agree that involvement alone is not a buy signal, so this is a good reminder to check the actual revenue growth and valuation first.
David Monroe
@d0p3y71 · 15d
I’m sorta in this track as I have PAVE and CIBR but for the most part I’m banking on the tech companies and mutual funds/Etfs. We shall see
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