$NVIDIA(NVDA.US)

I finally deleted all the other AI stocks from my watchlist today. I realized I was wasting time trying to guess if ChatGPT, Gemini, or Claude would win the AI race. It doesn't matter who wins.

I came to a simple conclusion: NVIDIA is the Toll Booth. In a gold rush, gamblers go bust, and miners go broke, but the house always wins. Every time Google fights Meta, or Microsoft fights Apple, they burn billions in an "arms race." Where does that money go? It goes directly into Jensen’s pocket. I don't need to pick the winning horse; I just own the track they are running on.

@Bridge Buzz SG