People ask me all the time, "What's the next NVDA, Cody?" I'm often answering that question with this comment, "NVDA might be the next NVDA."
You wanna know whatโs really insane? This whole discussion has been only about the incredible growth in spending to build out The AI, Robotics, and Space Revolutions. But it actually understates how wildly impactful The AI, Robotics and Space Revolutions are on personal and corporate profitability.
Building sustainable wealth takes many years of good performance which is why I call my firm "10,000 Days Capital"
I remember in college thinking about the economics that must have enabled the people (and aliens) in Star Trek and Star Wars to build the AI and Robotics and Spaceships that those formerly futuristic fantasies lived in.