The Compound 对 $NVDA 的判断变化

Most artificial intelligence applications rely heavily on graphics processing units (GPUs), an area dominated by Nvidia.

We see companies like Apple, Nvidia, and Meta , all at the same time, reorganizing their positions. Apple and Nvidia had to get back on track , both being just cents away from their record highs.

I will control my data. I will not allow models to access it, and that is why companies like Nvidia, Palantir, and many others are talking about sovereign artificial intelligence.

Nvidia continues to achieve one miraculous quarterly profit after another, but the stock remains stuck in place. Yes, I think if you wanted to think about Nvidia and its advanced model with a low earnings multiple , that was Apple's story, wasn't it?

Remember that no one gave her credit for the App Store and the fact that she effectively controls everything, then Apple's price-to-earnings ratio doubled one day.