$NVIDIA(NVDA.US)

I noticed something strange while listening to the Big Tech earnings calls. Usually, CEOs talk about cutting costs. But when it comes to NVIDIA, they are terrified of spending too little.

This is pure "FOMO" at the trillion-dollar level. Zuckerberg and Nadella aren't buying chips because they want to; they are buying them because they are scared to death of falling behind. It’s a classic "Prisoner's Dilemma." If they stop buying for one quarter, they risk losing the next decade. When your customers are buying out of fear rather than desire, you have the ultimate pricing power.

I plan to stay invested as long as this fear keeps driving the biggest checkbooks in the world.

@Bridge Buzz SG