I love Jensen Huang, his enthusiasm, his outlook and vision… But still… Red flag. Too much potential for downside, a chance that a competitor might come along and disrupt AI stuff, in the context of Nvidia?

for example, when ASIC processor came out, it totally disrupted the crypto mining economy when they used to use graphics GPU’s. Nvidia seems great right now, on top of the world… But it feels like the empire feels a bit unsteady.

I have a huge risk appetite, but still if you want to head your bets, if you want a “safe “investment… It seems that Apple is still your safest bet.

Tim Cook, even though he is dry as molasses, he is no nonsense, and at least Steve Jobs personally appointed him to take over the show.