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- $215.38 +9.6%
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NVidia is the golden child of the stock market right now. People think NVidia and AI are synonymous with each other, and that there can be no AI without NVidia. Google proved this false when they trained their Gemini model on Google TPUs with no NVidia involvement at all in 2024. The latest rounds of hyperscaler circular financing show they are all moving to fund only their own chips in their own cloud services now, none of them have done …
— ORIGINAL POST ·
NVidia is Riskier Than It Looks (Deep Dive)
· r/ValueInvesting
· Jul 27, 2026