Nvidia's CUDA retains developers, putting it among 12 stocks that could dominate the decade ahead. Nebius's GPU rental price rise signals demand; Fabrinet and Credo supply AI connectivity. DraftKings has betting scale; Microsoft has Azure and an OpenAI partnership; Figma anchors design work; Shopify powers stores. TeraWulf pivots power sites to AI leases; Constellation, the largest US nuclear operator, signs big-tech power deals; Meta spends on AI; Uber has autonomous-vehicle partnerships. x.com  … Show more

Nvidia's stock is too cheap for Jensen Huang to ignore, which is why the company announced the largest stock buyback ever. x.com 

NVIDIA's GPU value pool faces architectural competition and shorter useful lives than ten-year assumptions imply. Etched and other accelerator designs may challenge performance within five years, while power limits favor relentless gains in performance per watt; past GPU generations improved more than 2-3x, and industry experts reportedly used four-year lives before GPT. The range of outcomes remains wide. x.com  x.com  x.com 

Nvidia is the cheapest AI winner, so money flowing back into it makes sense. Investors left to chase 2x bottleneck trades that are now basically done, while Nvidia, flat over the last twelve months, is just entering its next GPU generation. x.com 

Growing AI and rising demand for computing power put NVIDIA in a solid position. That underpins a bullish view of its shares. x.com 

Custom silicon threatens Nvidia because it delivers more compute per dollar, while Nvidia charges a massive premium for FLOPs. x.com 

Nvidia is winning fast inference: OpenAI shipped its flagship speed tier, GPT-6 Astra Ultrafast, on Nvidia GPUs, gaining a second source and eroding the exclusivity Cerebras was priced on, though Cerebras is still faster and capacity likely played a role. Operators keep extending GPU lives, Amazon to 5-6 years, Microsoft and Google to 6, Meta to 5.5, because old chips keep earning on inference. More lifetime revenue per chip justifies customers' next Nvidia order. x.com  x.com  x.com  x.com 

Nvidia remains the undisputed king of AI compute and could become the Apple of AI hardware, cementing its position for a very long time. It is hedging the threat from customers' custom silicon, such as OpenAI's Jalapeño chip, by backing open-weight models and neoclouds, reducing its reliance on hyperscalers. Hardware competition may eventually pressure pricing, for example as memory costs fall, but margins are not under meaningful threat today, and the valuation is very attractive. x.com  x.com  … Show more

NVIDIA faces rival chips from every Mag 7 customer, which has an incentive to cut GPU spending and improve margins on its AI buildout. If they can make a GPU 85% as good for 50% less, it is worth using instead of NVIDIA's; the shift will take time. NVIDIA makes a GPU for $5,000 and sells it to those customers for $50,000, leaving them an incentive to save 90% by building their own. x.com  x.com  x.com  x.com 

Nvidia looks like the higher-quality AI exposure as hot inflation threatens cheap financing for data centers. Its selloff looks like a dip, unlike CoreWeave's debt-driven decline. AI is not going away, but cheap money is. x.com