NVIDIA remains the US stock I'm watching most closely. The company has become the backbone of the AI revolution, supplying the GPUs that power everything from large language models to autonomous systems.



What impresses me is that demand continues to come from multiple directions: cloud providers, AI startups, enterprise customers, and governments building AI infrastructure. While the stock has already delivered exceptional returns, NVIDIA's leadership position in AI hardware gives it a strong competitive advantage.

For long-term investors, the key question is whether AI adoption is still in its early stages. If it is, NVIDIA could continue benefiting from the global race to build more computing power.

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