Last night I bought some positions in Nvidia at 170. The market's narrative around Nvidia has been quite interesting these past few days, with large short positions, financial accounting fraud, and being replaced by Google.....

The argument that TPU will replace CPU has been around since last year and is not a narrative unique to Google. In fact, Google and Nvidia are not competitors.

The market only sees Google's TPU, but does not realize that as long as Google supplements its hardware capabilities, it achieves a perfect closed loop of AI large models + applications + real physical AI ecosystem.

The real threat is not Nvidia, but another giant that claims to achieve physical AI in a few years; this narrative is currently being brewed.

Today, the narrative of Google threatening NVIDIA's position will soon play out with another giant.

Google VS XXX, who is the better physical AI ecosystem, and who can create the best robots.