《Abundance or Bust 💥: AI , Power , Chips 💽 & End of Money 💸》
尽管面临竞争威胁，NVDA凭借生态系统护城河和供应链主导地位，在未来3年内仍是一个强劲的持有标的。
他们难道不是在不同的地方、不同的时间为英伟达制造GPU而进行所有这些分散的活动吗？
And aren't they doing all of these discrete activities to build a GPU for Nvidia all in different places? All at different times.
所以，面对所有这些变化和颠覆，我想说的是，你有所有这些参与者，有美光、英伟达、台积电、阿斯麦等等。
So, with all these changes and disruption, what I'm trying to get at here is you've got all these players, you got the Microns, the Nvidias, and the TSMCs, and the ASMLs, etc.
如果像上周我们谈到的那样，你最好的风险回报是英伟达，那会怎样？如果他们被颠覆了会怎样？是的，我认为，我从观察英伟达以及它目前所取得的成就中学到的教训之一是……
What happens if like last week we spoke about your best risk reward which is Nvidia. What happens if they get disrupted? Yeah, I think So one of the lessons that I've learned from watching how Nvidia has like what it is that Nvidia is accomplishing right now.