Buy NVDA by Apr 23, 2029.

Here's my overall thesis working in the tech/AI industry for last 15 years. And now working closely with large AI systems in enterprises. Based on my observations, the ultimate winner of this AI race is going to be either the chip sellers (NVDA, TSMC, MU, etc) or the first AI Lab to AGI. If not AGI, LLMs will just be commoditized. I don't think we are close to AGI. The models are improving for sure, but I don't quite think …