I believe AI is much more real thing than bitcoin, meta-verse. I think this will support Nvidia in the long run for growth. MSFT, GOOG also benefits from AI but given their wide products and diversified business, just feel this will limit their growth.
Tesla is also a good option for growth, but its CEO just too unpredictable, and Tesla has lots of competitors while Nvidia has strong moat for both software CUDA and hardware.
The only question is that, should I buy at $278? The price seems bubble to me given their recent earning report and entire economic environment.
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