NVIDIA Corp (NVDA)

[Dallas-Cowboys]

AMD is a great company put the hurt to Intel but won’t do that to Nvidia. But as you said they don’t have to and there is a place for both to excel. Nvidia’s advantage is they only do GPU’s (a long list with the GPU of course) so their R&D can be a lot more focused. CUDA was developed in 2006 when the Street didn’t care it only hurt Nvidia’s numbers at the time. Nvidia has been working the AI angle since 2012 and are so far ahead it is just so enjoyable to be along for the ride with them. Congrats on owning both.