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Nvidia has already committed over $40 billion in AI equity investments this year, and the AI computing narrative is now the market's only consensus anchor; everything else is noise.
But even consensus anchors can break.
Do you think the market is correct in ignoring geopolitics and focusing solely on the AI + rate cut logic, or is it actively avoiding an unpriced tail risk?
Do Your Own Research, not investment advice.
#英伟达 #NVDA