Long NVIDIA signal by Salamun Kawlam

Feels like the AI trade isn’t done yet. Big tech is still pouring serious money into data centers and GPUs, and that spend hasn’t really slowed down, if anything it’s accelerating with the whole AI arms race going on Nvidia is right in the middle of all that. Most of their revenue now comes from data centers, and those numbers are still growing fast, not flattening . They’re basically the default choice for AI infrastructure, so a lot of that spending keeps flowing through them. As long as compa