NVDA directional thesis
Nvidia keeps winning across every era, gaming, Bitcoin, AI, because Jensen never chases what is current; the company just stays itself and keeps getting better.
“but it's still the same thing, right? Like, it's not that it like played in gaming, it played in Bitcoin, it plays in AI, but it's still NVIDIA. Like, it's not he never thought he had to change the name of the company. He's gotten better over the years.”55:01claim_id
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